Be able to generate reports based on both a note filter and a keyword attached to a client. Ex. Report with all notes categorized as 'RMD' but only for clients with the keyword 'July client'

Last Note selection currently includes created by, however this field should also include the note created by user.

Custom Export Fields "Record Added" Date and "Record Added By" person fields. This would be helpful in easily understanding if one person is responsible for bad data!

There should be a way to automatically send an email to a client during a workflow so that when you complete a step, the pre-made email automatically populates and sends to the client. For example, if you complete the step of setting up a meeting, an email will populate with the date and time of the email and it will send to the client.

Would be great to be able to select years married when creating a custom export like it shows on the anniversary report. Currently I have to wait to calculate years married after I export to Excel.

We like to run a report of expiring licenses, we put that information into know your client. Custom exports will let you export driver's license expiration but won't give you the fields for other id.

Would be a lot easier if most if not all data could be put in a custom export.

For custom exports, please allow more selections for "Last Note." I am unable to filter mail merge or completed activities from "Last Note"

I am trying to run a report to determine the most recent meaningful touch for clients, but mail merges and completed activities for internal tasks keep population the last note field. Please allow me to filter these out.

Link child/grandchild dependent on the family tree to the head of household - allowing for the creation of a report that lists all clients with (as an example) children who are 14-16 years of age (pre-college). This will require some way to link the logic of a child/grandchild to the Head of Household. Example: allow a firm to create a report of all parents with pre-college kids to hold a targeted presentation.

Custom export templates should have a category/field that reflects spouse age when reports are generated

Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.

When searching for a account type filtered by status and exporting it through a Custom Export other account types and accounts of different statuses show up.

There are unique ID's for individuals when exporting. It would be great to export the Unique Family ID as well. That would be very useful when trying to manipulate information in Excel!

Make it available to choose whether I want to export open or closed accounts when creating a custom export

Please add "Coverage Amount" as an option to be included in an custom export- it is key for our insurance reporting.
Also, would love a PDF version of report instead of excel option.

We need to the ability to export all fields that we spend time entering data into. There are several areas of the CRM that contain important that are not available in the custom export. AND we DO NOT want to have to run several reports to capture the information.. give us the ability to export OUR OWN CLIENT DATA and quite advising us to go all around the software to get it. Please implement as I see there are SEVERAL requests for this being ignored.

Right now you really have to hunt down the ability to run/export a custom report. Not very user friendly... especially for less tech savvy advisors.

To look at a clients tasks used to take no clicks. Now I have to click on activities and then set a custom range to see all. Then, as soon as I sign off, I have to re-set the custom range all over each day.

It would be really helpful if you had someone with industry experience who could guide you so that the most common tasks take the least amount of clicks.

When exporting a report to PDF the column for the dates need to be wider. Currently, the date doesn't fit on one line, so if it says 05/08/2018, the 8 is on the next line and there's no way to adjust this. It doesn't look good when presenting to clients. Please fix! Thank you!