How to report on custom CRM contact fields?

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Hey Treepl team,

I have been playing around with 5.4 Advanced CRM, a much anticipated inclusion for a couple of clients so thank you! I have noticed that despite being able to attach custom fields to contacts, I am not able to access the data from either custom reports, or via the export function in the CRM. Does that mean the only way to report on this data is by a front-end liquid generated report (or a json equivalent)?

Preferably, we should be able to generate a secure, admin only report from the portal as in BC. Is this on the roadmap? TIA.

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Yes we can’t import/export this data via Excel which is a big issue for us too.

1 Like
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Hi all, I’ll discuss it with the team and come back to you once I have any updates.