Add Contact Roles as options for Custom Exports
Seems silly that you can't export a list of clients and see who their Advisor, Associate Advisor and CSA are.
27
votes
![](https://secure.gravatar.com/avatar/207129c67ffbd00c02e5c2fc89f4fc8d?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
Seems silly that you can't export a list of clients and see who their Advisor, Associate Advisor and CSA are.