UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf
We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.
Anna
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Debi
commented
When we print the pdf UDF report it is titled "Udfs by Contact" ... First everywhere else UDF are capital letters as they should be for an abbreviation and it would be preferred to have the client's name in the title (vs. "by Contact') and not a whole column repeating their name.
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Debi
commented
Be able to print the UDF report for a client from the "Common Tasks" "Run a Report..."