Ideas & Enhancements

Add Party Phone & Email to Columns in Advanced Search

Add the ability to pull party phone and email into columns in Advanced Search

  • Guest
  • Mar 25 2021
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  • Guest commented
    October 14, 2022 16:01

    I can't believe this is not a feature. Almost all, if not all, CRM programs these days use emails for marketing. How is it in this day and age that I can't run a report to get emails for intakes that are in our system?