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1. Advanced Search on Account Level

   3 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Brandon shared this idea  ·  Jan 30, 2024

2. An account advanced search that allows exporting accounts and displays account instead of contacts.

   21 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Brandon supported this idea  ·  Feb 5, 2024

3. Please make All Account fields available on Custom Export Templates

   76 votes

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

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

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

   Brandon supported this idea  ·  Feb 5, 2024