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

Make all the same data that is exportable for the contact, exportable for the spouse such as phone numbers, emails, and age.

Request to have a custom export field for NicknameFirstName as is used in the mail merge. I heard of it used in mail merge but I'd like to have it available in the custom export for both client and spouse. NicknameFirstName defined as Nickname if one exist else First Name. Hoping that is an easy one to provide since it is available as a mail merge field.

We have many UDF fields for clients and would like to be able to print a report for each client with their information (similar to the Personal Profile Form). Right now when you do a custom export the excel file needs many manual formatting changes to make it printable.

Can we have more formatting options built into Redtail for custom exports?

Would like a custom export feature to create an account report with ALL fields that are available and run off in a report that is similar to account reports available to us by redtail. This would be similar to the custom export feature but not in excel format. The face value should be added to the account reports created by Redtail.

Please parse the columns (and their headings) and rows when using a Custom Export. I've worked with several other systems that do this when exporting to an xls or csv file. And formatting the column headings into more user friendly titles would be great as well. I love Redtail, but there is definitely room for improvement with Custom Exports and report generation. Thanks!

Please add insurance policy account owner field for custom export, Include life, disability, and long term care policies.

Would like the ability to create custom reports using any data that is relevant from my crm. Any data is input should be able to be easily accessed for reporting purposes

we need to be able to select what information from an activity we want to see. Please make ALL OPTIONS in the database available so we don't have to keep asking every few months because the developers can't anticipate what we need.