Custom Export more spouse fields
When creating a new custom export, all of the spouse's information is not available to add. i.e. retirement date, age etc. All of the information is in redtail but cannot be exported. Can we add those two fields?
21
votes
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Tami Mayers
commented
We need to be able to pull the same data for the spouse of the client that we can pull for the client.
-
Denise
commented
I agree with Lindsey--spouse's email address should be able to be exported.
-
Lindsey
commented
Yes! We should be able to custom export spouse email addresses as well.