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Chelsea Simeon

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  1. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Chelsea Simeon commented  · 

    Fields that would be nice to have available to make custom exports (we would like to use them to make a more comprehensive version of the "Personal Profile Form"):
    -Spouse Employer
    -Spouse Drivers License State
    -Spouse Drivers License Issue
    -Spouse Drivers License Expiration
    -Spouse Cell Phone
    -Spouse Work Phone
    -Spouse Work Address
    -Children Names
    -Children DOB
    -Children SSN

    Chelsea Simeon supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Chelsea Simeon supported this idea  · 

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