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.

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

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

We have switched to Teams Voice - it would be nice if the Client phone numbers could automatically port to teams.

We have a LOT of custom export templates because we have a large staff and everyone has different needs. How about allowing each user to mark the templates they use as Favorites so that they can just look at the list of templates that they use instead of having to scroll through everyone else's?

We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.

I need to run a report for a life insurance policy to show the clients who have a premium coming due. I can run a custom export, but it doesn't reflect the client's who have modal premiums.

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

Remove deceased clients from All Client reports for the purpose of mailings.

When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.

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!

The Redtail Account ID is needed for bulk updating accounts, but there is no way to get it from the custom exports. This mean to get all the information we would like to use to update our accounts, we need to combine multiple spreadsheets without a unifying Account ID.

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!!!!

Current Custom Export does not allow the ability to export the Advisor Name and Agent ID from the Accounts. Please add that as field to export in Custom Exports.

We would like to be able to include Agent name In custom export reports.

Please remove +1- from exported/downloaded phone numbers

Right now you can only select Last Activity and Next Activity. I would like to see an option to select All Activities.

After reading through the transactions suggestion, there have been lots made and very few improvement. I believe it is time to review this entire tab. I have several suggestions:
Drop downs should be editable like any other lists in the system - this alone would vastly improve the functionality
Export should be customizable like any other export
Fields should match to what is exported
There should be an account number field
There should be an account registration field