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.

Instead of making us beg for each account detail to be an option for custom export, just allow all info within the account details profile to be an option for custom exports. We wasted a ton of time entering LTC information so we can summarize it for our clients just to be told that part of account information can't be exported. So unnecessary, why would you purposefully limit the system like that and then make us ask for years for it be improved. All info shold be exported or reportable.. no reason to make it so limited!!

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When sending contact information out of Redtail to Mailchimp, we only get the contact name and email address (which is still helpful!) It would be great if the exported information also included the phone number, city, and ZIP code (but I'd settle for just the phone number). Thanks!

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We would love to sort scheduling reports by who the client's associate advisor is.

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!

Seems silly that you can't export a list of clients and see who their Advisor, Associate Advisor and CSA are.

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.

It would be helpful to be able to include the assigned permissions in a custom export to make it easier to review which contacts are assigned to which permissions.

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.