Strangely, sometimes the cash app won’t let me send money for my protection. The cash app server keeps a track of all the payments. If the server detects something suspicious then they automatically cancel the payment for the security of the customers. Hence, there is no need to worry if your cash app payment is failed. https://www.techjaadu.com/blog/cash-app-wont-let-me-send-money/

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.

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.