Personal Interest Reporting
Add Personal Interest field to the Custom Exports
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
One of the most important components to an FA-Client is relationship. Relationship is better defined by personal attributes such as personal interests. It would be valuable to profile the client database by the number of clients with a certain personal interest, i.e, tennis, wine tasting, in addition to the other client attributes to profile who is the A client.
George Christopoulos commented
When running a customized client report on the Custom Export Feature, Please make available the Personal Interest section an option to show on the reports. I view this custom report before and during my client meetings to show all the import information about my clients as a Tip Sheet and this section will show personal interest, hobbies etc...
I believe you can do this pretty easily using the advanced search tool. Click on Contacts - Advanced Search. Fill in the first box with 'contact keyword' - the second with 'keyword' and the third with 'equal to' and the fourth with the field you want to search - like rodeos. Then run the report and it will populate all clients that have that keyword. This obviously only works if you use keywords as clients interests. Hopefully that helps!
entering personal interest data is great but I wish we could run a report. ie run a report all clients interested in rodeos.
or run a report on a client w/ all listed personal intersts