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Jill Gruppen

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  1. 418 votes
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    Jill Gruppen commented  · 

    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!

    Jill Gruppen supported this idea  · 
  2. 91 votes
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    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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