My feedback

1 result found

1. Please make All Account fields available on Custom Export Templates

   76 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   5 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Peter Kosanke supported this idea  ·  Nov 11, 2019
   An error occurred while saving the comment
   Peter Kosanke commented  ·  Nov 11, 2019  ·  Delete…

   Add Account Strategic Allocation Model fields to custom exports rather than just an option for the information at Contact Level. From a compliance perspective, I need to be able to generate a custom export template with accounts across many different contacts and to be able to identify the Strategic Allocation Model at the account level rather than at contact level. Each contact may have an overall strategic allocation (e.g. long term time horizon, high risk) but at the account level s(he) may have a shorter time horizon and low risk. Currently with just the contact level Strategic Allocation Model being sent to the template it has all the contact's accounts with all the same info when in reality they may have different risk, time horizon, and investment objectives across different accounts.

   Save Submitting...