Jill Gruppen
My feedback
2 results found
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421 votes
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!
An error occurred while saving the comment Jill Gruppen
supported this idea
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94 votes
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!
An error occurred while saving the comment Jill Gruppen
commented
I know you can search for tag groups, but if we're pulling a list of clients, the tag groups they're in don't show up as an option to choose for an export.
Unless there's a better place to put the CSA or rep code each client is assigned to, having the option to choose tag groups to include in custom exports would be AMAZING!Jill Gruppen
supported this idea
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To be able to search AND export all the information we need, we have to use keywords. The current set up for keywords in a custom export is not very clean, especially if we have numerous keywords chosen for our export. Being able to do an advanced search for UDFs or tag groups being an option to add to custom export templates would make life at our office so much easier!