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70 results found

  1. Drop down choices for "Job Title"

    Customize the "job title" field, less confusion for the same job ie: lawyer / attorney. It will make a search for certain job titles easy as well.

    8 votes
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  2. Custom Export needs to Include ALL Profile Information- why makes us wait years for this???!!!

    I don't understand the logic behind not giving us the ability to export all fields of the contact record. You have added fields a couple at a time over the past few years, since you are already in there adding a couple fields, just add ALL the fields so you don't have to keep going back to the same topic and adding fields. That way you can focus on the thousands of other "enhancements", most of which are oversights, that have been sitting idle for YEARS!! Just make all fields exportable and be done with it!!!!

    8 votes
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  3. include tax bracket

    Custom Export include tax bracket from know your client section

    7 votes
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  4. select all in contacts by state report

    When running a report for "Contacts by State" filter options should have a select all option. Then one can uncheck the states not needed.

    7 votes
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  5. customizing columns in accounts overview

    It would be helpful to be able to customize the column heading choices and column widths with one standard setup rather than having to individually customize them with each client.

    7 votes
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  6. custom contact type

    We want to track internal projects by creating a contact for each dept and assigning tasks to it and recording notes for our progress on each task. For example, we have created a Contact Category called "Internal Projects", a contact called "Marketing", then we assigned a task called "Business Card Redesign". So when we meet about this item, we record our notes in a meeting assigned to the attendees and the Marketing contact. Then when anyone wants to see what the Marketing dept has been working on, they can lookup the Marketing contact and see everything in one place. The…

    7 votes
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  7. Contact > State Field for Custom Export

    Please add a State field so that we can include that in Custom Exports without having to deal with the whole address.

    7 votes
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  8. Entity Name as an option on Custom Export

    When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.

    6 votes
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  9. Custom Account Types

    When updating Account Types in the User Preferences section, we are able to add new account types such as "SAB Managed Account", which are typically brokerage account types.

    The default investment options that are tracked list the account like it is an insurance policy type, with "modal Premium" and "Annual Premium" versus "One Time Investment" and "Regular Investment"

    Is there any way to have functionality to sub-set a brand new Custom Account Type as a brokerage investment account like this versus an insurance policy type account?

    6 votes
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  10. Add Tax Year and and Confirmed by Tax Return to Custom Exports

    I see others asking similar questions about this. We use a mail-merged document for client meetings using information pulled from Redtail Custom Exports. We've been adding additional information to the report using UDFs, but the Estimated Tax section in Know Your Client already has the information we'd like to pull. In the spirit of being efficient, we'd appreciate if we could pull the Tax Year and the "Confirmed by Tax Return" sections of Estimated Tax Information in Custom Exports. Thanks!

    6 votes
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  11. Ability to export just last 4 digits of client tax id in report

    Would like ability to export just last 4 digits of client tax id in report. I do not want all digits of client tax to be exported. his is similar to the contacts view in Redtail.

    6 votes
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  12. Holdings Report

    Please provide holding name and holding value for custom exports. I know I can run such a report out of my Morningstar Office program but I am finding some differences in values from Morningstar to Redtail. It would be helpful to be able to run this type of custom export to see where problems may exist.

    6 votes
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  13. custom lables on contact info

    when keying in a new record please allow us to edit the custom label of the phone, email, and address. It does not make sense that you have that feature available but won't allow us to use it as we key a record in. We have to then go to the new record and edit each field. This is very time consuming when entering a large quantity of records.

    6 votes
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  14. spouse Date of Death on exports

    Could we have the ability to export the spouses Date of Death? We try to export only one row per family and create letters with them. It would be nice to know if the spouse was dead so we don't accidentally address a letter to them and make a faux pas.
    Thank you!

    5 votes
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  15. Contact

    When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.

    It would be nice to be able to change those preferences as to allow for a quicker view.and customization.

    For example: a UDF Field, a phone number, an email, etc.

    5 votes
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  16. Please add Preferred Email and Phone# as options on the Custom Export Template

    Add the preferred emails and phone numbers as an option to the Custom Export Template.

    5 votes
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  17. Please consider making "Discretionary" a field for custom export.

    We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.

    4 votes
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  18. Custom Export Template Field Choices are Limited for the Spouse.

    For the Custom Export Template field choices you have several for Basic Info and Contact Details for the Contact Record. The field options for the Spouse are limited. The filed options for Spouse Basic Info and Spouse Details should match the Basic Info and Contact Details. We want a single export including this info for both contacts in a household.

    4 votes
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  19. custom export- spouse

    For “Spouse” in Custom Export… include Employer as a field (since Job Title is already an option there). It would be so helpful to have this field as an option.

    3 votes
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  20. User Define Fields for Contact & Accounts

    The option to print a pdf version for Account User Defined Fields.

    3 votes
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