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70 results found

  1. Add a custom export field for created by

    With multiple people working in a database it's important to be able to export in mass and audit the contacts created. Custom exports should allow a line for who created/added the contact into the CRM.

    3 votes
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  2. Add spouse nickname to merge field

    Add a merge field for SpouseNickname. Currently the only option defaults with the Spouses first name, if the Nickname field is empty.

    1 vote
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  3. custom export- spouse

    For “Spouse” in Custom Export… include Employer as a field (since Job Title is already an option there). It would be so helpful to have this field as an option.

    3 votes
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  4. Add another search option in Account General Information for Delivery Date when running a custom report.

    Please add this option - it is not currently available for a custom report.

    1 vote
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  5. Scheduled - automated Custom Export

    Is there a way to add a feature to SCHEDULE a Custom Export (or even report) for a specific date and (approx) time? This would be HUGE over events like month end, or tag group lables, reports etc.

    But mostly, I want to be able to schedule a specific Custom Export to occur the morning of the first business day, after the close of the last day of a month.

    For example, on 10-01-22 I'd like to schedule a Custom Export containing account numbers and values that represent the close of business 9-30-22 in case I am not physically here…

    2 votes
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  6. User Define Fields for Contact & Accounts

    The option to print a pdf version for Account User Defined Fields.

    3 votes
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  7. Spouse phone & email in Custom Export

    Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.

    6 votes
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  8. Custom Export Template Field Choices are Limited for the Spouse.

    For the Custom Export Template field choices you have several for Basic Info and Contact Details for the Contact Record. The field options for the Spouse are limited. The filed options for Spouse Basic Info and Spouse Details should match the Basic Info and Contact Details. We want a single export including this info for both contacts in a household.

    4 votes
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  9. Ability to export just last 4 digits of client tax id in report

    Would like ability to export just last 4 digits of client tax id in report. I do not want all digits of client tax to be exported. his is similar to the contacts view in Redtail.

    6 votes
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  10. Ability to export ALL account information

    Instead of making us beg for each account detail to be an option for custom export, just allow all info within the account details profile to be an option for custom exports. We wasted a ton of time entering LTC information so we can summarize it for our clients just to be told that part of account information can't be exported. So unnecessary, why would you purposefully limit the system like that and then make us ask for years for it be improved. All info shold be exported or reportable.. no reason to make it so limited!!

    9 votes
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  11. 13 votes
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  12. Send to Mailchimp - Include Phone Number Please!

    When sending contact information out of Redtail to Mailchimp, we only get the contact name and email address (which is still helpful!) It would be great if the exported information also included the phone number, city, and ZIP code (but I'd settle for just the phone number). Thanks!

    3 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  13. Add Roles to Custom Exports

    We would love to sort scheduling reports by who the client's associate advisor is.

    12 votes
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  14. spouse Date of Death on exports

    Could we have the ability to export the spouses Date of Death? We try to export only one row per family and create letters with them. It would be nice to know if the spouse was dead so we don't accidentally address a letter to them and make a faux pas.
    Thank you!

    5 votes
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  15. 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.

    15 votes
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  16. Please consider making "Discretionary" a field for custom export.

    We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.

    4 votes
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  17. Custom Export Include Assigned Permission

    It would be helpful to be able to include the assigned permissions in a custom export to make it easier to review which contacts are assigned to which permissions.

    6 votes
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  18. Entity Name as an option on Custom Export

    When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.

    6 votes
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  19. Get Client ID and Account ID on the same export

    Any export that has both client-level information and account-level information on it should include a column for both the client ID and the account ID. This would make comparing different exports much easier. It would also help ensure imports that come from large efforts are going to the correct records.

    In our system, some clients have the same name, and some accounts don't have a unique number. These are very difficult to match across exports.

    In Redtail reports, accounts export with client name as LASTNAME, FIRSTNAME (NICKNAME). However, custom exports do not have this as a selectable field, only FIRSTNAME…

    35 votes
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  20. Please add Preferred Email and Phone# as options on the Custom Export Template

    Add the preferred emails and phone numbers as an option to the Custom Export Template.

    5 votes
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