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1. need all fields available to select from for custom reporting

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   83 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Jordan commented  ·  May 15, 2015  ·  Delete…

   We need to be able to search and export account UDFs used for individual accounts a contact has. You can search UDFs for contacts, but many of our contacts have multiple accounts that are treated differently for fees/risk tolerance/reporting/etc. We can use the UDFs to mark these differences, but there is no way to actually search the UDFs making them slightly useless.

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   Jordan supported this idea  ·  May 15, 2015