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

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   14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   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!

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   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!

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   Anonymous supported this idea  ·  Apr 10, 2020