Followup CRM now allows you to export a custom fields report. The custom fields your administrator sets up in the miscellaneous information section now appears when you export an excel report. Here’s how it works:

Click on “reports” at the top. Make sure you have all the correct fields selected at the top, including date range, user, office, and contract type.

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Then, click on “excel report” and hit “get report.”

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Once you open the document, you’ll notice that your custom fields will now appear in this report.

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