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  1. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    My manager just wanted me to run a test report utilizing data from Account level data of the "Strategic Allocation Model" area.

    I said, OK! No problem! There's a custom export option for just about any field!

    I went to go customize the custom export to include Account Objective, Time Horizon, and Risk Tolerance (all of which should also include customized items like a UDF), and I found out I was going to have to tell my manager she couldn't get that information. Anywhere.

    If we are going to spend the time entering data and not be able to run a report off of its data entry, why bother entering it to review which clients fall into a certain area or not??

    Please take a new look at perhaps some of these newer fields and please include them as at least custom export features, if not standard reports. Thanks for all of your hard work!

    Anonymous supported this idea  · 

  2. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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