FOR COMPLIANCE PURPOSES / ACCOUNT LEVEL REVIEW...

Add the Account Strategic Allocation Model fields to custom exports rather than just the current "Contact Level" option. From a compliance perspective, I need to be able to generate a custom export template with accounts across many different contacts and to be able to identify the Strategic Allocation Model at the account level rather than at contact level. Each contact may have an overall strategic allocation model (e.g. long term time horizon, high risk) but at the account level s(he) may have different time horizon, investment objectives, and risk preference across multiple accounts. Currently with just the contact level Strategic Allocation Model being sent to the template all of the accounts show the contact level strategic allocation model. Other account level exports are available on the custom export template but not this important one, please consider this addition. Thank you!

At our office we use a UDF that multiple users in our office edit on the our clients pages, and right now, we have no way of knowing who updated a contact's UDF last. In the UDF box, in addition to "name," "value," and "type," I would like to have a "Last edited" column that has the name of the user who last updated the UDF value, and the date and time of the that update. Preferably, that info would then also be part of the filter on the UDF reports page, and also one of the available check boxes when we make a custom export template

So at the moment, I am trying to make a nice clean, professional looking one-pager of relevant info populated by Redtail for the advisor to take into a client meeting. The idea is to create an excel sheet where I drop the results of a custom export of who you are meeting with and the info feeds onto another page where it is printer friendly and looks presentable (meaning your report of the contacts details is ugly and hard to read). I have noticed some fields I would like to see. They would be spouse full name, custom description of primary phone, address, email, etc. so I can see that the phone number is properly called client's cell and not spouse's cell, spouse account details, membership details (for clients with adult kids with their own accounts i make them their own household and attach them with their parents via membership). I also want all the spouse details available that you have for the contact, otherwise I'd have to do custom exports for each one instead of just for the head of household.

Also, I want spouse information to work both ways. If the spouse in a household has a custom export that pulls spouse details those are left blank when realistically they should just point back to the head of household for this purpose.

Also, want the ability to not export account info for any closed accounts when doing one from the contact level.

At the moment, using any of the Custom Export options under Spouse Basic Information or Spouse Details only fills when the export is run on the Head of Household in the family. The same export when run on the Spouse for that family will have blanks for the spouse information. My guess is this is because the Head of Household is not considered to be the Spouse of their Spouse when pulling the information, which makes sense with how the families are organized.

Would it be possible to eventually have those Spouse fields fill-in with the Head of Household's information when run on the Spouse?