Ideas

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Need Goal List Labels in Goal List CSV export

When we click the cloud with the arrow on it in the goals list we would like there to be a column in that CSV file that contains the branch labels.   We would like to start labeling branches for some analysis and some reviews we we will be doing.  We want to know how many branches have “x” label on it and also look at that by site, client age, service line provided (all things in the client record).  With the labels I can export contacts and the goals list and use Tableau to analyze this information.  If we can’t see those labels in an export we will have to do it manually.

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  • Nov 21 2017
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