My feedback

1 result found

1. Tag Group and and Client Lists - Data Export and Printing Options

   94 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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
   Anonymous commented  ·  Apr 10, 2020  ·  Delete…

   It floors me that you don't have this basic feature. What I was looking to do is to sort by a particular tag group, then see what tag groups each of those companies belong to. This is the way I parse the data so that I can respond quickly. Please create this. It would be great if I could also export it to excel so that I can manipulate it further. For example tag group "John Smith's client" then the sub tags would be which insurance products each of those clients have. Then if I could export or filter by each sub tag group, that'd be great. So all of John Smith's clients who have BCBS. That's powerful!

   Save Submitting...
   Anonymous supported this idea  ·  Apr 10, 2020