Reports for Clean Up
I am working with a team to help set up a more functioning COMMAND system. There are remnants of 3 old classification "ideas", most aren't being used. Upon inquiring to support, I found the exports and/or reports I need are not available. As functions have been released, it is necessary to clean up old workarounds to incorporate the new features. Doing some clean-up is needed and there is no way to easily query what is in the system. Any user created fields and assignments to clients should be easily accessible for reivew.
(My KW support case 1103396). Reports I could use:
-All tags created & # clients assisgned to that tag
-All Custom Fields created
-All Lead sources created and # of people assigned to them.
-Any user created setup fields and the # people assigned to them
The system will allow you to pull up the ACTUAL clients assigned to a tag. But not a full list.
Laura Dickenson
shared this idea