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Lindsey

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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  ·  Admin →
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    Lindsey commented  · 

    As a Financial Advisor we need to be able to capture these fields. We use Redtail because we can store all information per client in one place, but the inability to retrieve it in bulk is unhelpful. Thank you.

    Lindsey supported this idea  · 

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