custom exports
We like to run a report of expiring licenses, we put that information into know your client. Custom exports will let you export driver's license expiration but won't give you the fields for other id.
Would be a lot easier if most if not all data could be put in a custom export.
Nikki Whittle
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!
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Carissa Davis
commented
I agree with this! When running a report on our clients ID's (which are needed for taxes), we found that only Driver's Licenses would come up - not other type of ID's like State, Passport, or Military). The report needs to pull all ID types, not just driver's licenses.