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1. custom exports add activity category

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   4 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Andrew Nida supported this idea  ·  May 05, 2020
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   Andrew Nida commented  ·  May 05, 2020  ·  Delete…

   I could not agree more!! This would change EVERYTHING for me from a reporting standpoint. This is a big gap that appears seemingly simple to solve for. The custom export is the only option available to pull data from Activities along with anything else in the system. THE PROBLEM, it literally only pulls the activity subject, which is extremely odd to me as this is not a defined field in the CRM. Its a manual entry every time so from a reporting standpoint it is EXTREMELY messy. For companies like ours that like to know on a MONTHLY/QUARTERLY basis how many leads are generated from a particular lead source (Hence Source in the Contact field), How many of those leads where contacted (Keyword), How many of those that where contacted actually completed a face to face meeting (Activity Type/Category, then this would be a MIRACLE solution. Otherwise, its a constant reporting nightmare.

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