Whenever you see Reports in Redtail, think PDF and whenever you see Export in Redtail, think Excel. Exports are located all over the CRM from the advanced search to the Reports tab on the left navigation menu. But did you know you could build your own Excel document? This can be useful if a pre-baked report or export ever has too much information or not enough information you can customize your own. It’s also great to update data in bulk.
Documentation on the topics covered in this video:
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