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Yvette Wheeler

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

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Yvette Wheeler commented  · 

    If I want to do a custom export quarterly to contact client's cpa . My criteria is:

    Contact -> Status -> EQ "Client-Active" and
    Family-> Head of household -> Eq True
    and Professional Contacts -> Professional Type EQ "CPA"

    This gives me a list of client names & email addresses with the CPA name. I also need the CPA Email on this export. It would be helpful if on the Professional contact portion of the client record can somehow retrieve the email address of the professional contact as well.

    Yvette Wheeler supported this idea  · 

  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Yvette Wheeler supported this idea  · 

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