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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  ·  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!

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   chase commented  ·  Jul 23, 2015  ·  Delete…

   I would really like to design my own export templates (formatted, not just an excel sheet). Every other CRM I have ever seen has this ability to create a formatted export or report utilizing all fields available.

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   chase supported this idea  ·  Jul 23, 2015