Ideas

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Ability to report or sort on a meta-data field.

Meta-data field are created because they are necessary to individual companies work processes.  I would like the ability to pull a report for them. We have a meta-data field for hire date but I can't find who was hired in a give month or find any reporting capability around the meta-data field. 

  • Guest
  • Nov 30 2017
  • Already exists
  • Attach files
  • Guest commented
    27 Mar, 2019 09:40pm

    You can do this: Contacts>Filters>Other Details>Meta Data

  • Guest commented
    5 Jan, 2018 03:56pm

    Agreed, I have massive excel spreadsheets for all the data that I put in CR. I keep it in a workbook and I build my own reports using the data CR can't export like Meta Data.