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1. udf

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   1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   vanessat commented  ·  Apr 4, 2024  ·  Delete…

   When you download the pdf version of the UDF report, it is clear that there is space to handle multiple field values. (~3 max)

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   vanessat supported this idea  ·  Apr 4, 2024

2. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

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   2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   vanessat supported this idea  ·  Apr 4, 2024