Procare Solutions Internal Ideas Portal
Customers need to be able to generate reports that show the details collected from registration forms. Currently, the Leads report does not include data from added lead profile fields.
BAM 45187141 wants to be able to filter and organize leads on the Leads dashboard based on information entered in on the profile fields. "This is important for us to determine from one screen to be able to decide who gets enrolled. If there is not a way for us to modify the leads dashboard screen to show custom fields and filter by them, where is the option to export the data parents enter when registering?"