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  1. Add Account Strategic Allocation Model to Custom Export Template for compliance purposes

    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.…

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Contact UDF

    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…

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Custom Export from Family Screen

    When you are on the screen with all the family members you should be able to do a custom export or mail merge email or word doc with all the family members

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. include tax bracket

    Custom Export include tax bracket from know your client section

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Remove Country Code From Custom Export

    Could you remove the country code from the phone number custom export or put the country code in its own column instead of within the rest of the phone number? Right now, I have to run a "find and replace" process within the spreadsheet in order to make the phone numbers I've exported be in a usable format.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Custom export template family relationship

    Adding a field indicating head of household, spouse, child, family relationship, etc. in an overall custom export template would be immensely helpful in a myriad of ways.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Note filters and keyword reports

    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'

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Custom Export Last Note includes Created By Content

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

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Custom Export Fields "Record Added" Date and "Record Added By" person fields

    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!

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Provide years married field on custom export template like it appears on anniversary report

    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.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. custom exports

    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.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. For custom exports, please allow more filters for "Last Note."

    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.

    2 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Custom Exports

    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…

    13 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Spouse Information fields in Custom Exports to include Head of Household info for Spouses

    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…

    2 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Link child/grandchild with Head of Household

    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.

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. input spouse age category on custom export templates

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

    9 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. custom export udf

    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.

    15 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Be able to run custom exports on product type searches that allow Custom Exports that show only the Filtered dat

    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.

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Unique Family ID Export

    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!

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

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

    4 votes
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