Ability to run a list of contacts for duplicate (contact card category) within Redtail. Exporting to Excel is easy to run for duplicates, but some goals require that to be imported back into Redtail. It would be helpful to have to ability to directly perform this function in our CRM.

There is a bug causing notes to appear on the main activities page. This would be a great optional view. It allows us to quickly see the notes in the activity without having to open the activity.

Ability to drag and move note box like we used to be able to do. This is very helpful when putting a new note and needing to look at a previous note for data. Our team would really appreciate this being added back! Thank you for your help!

The page should be a place to summarize your activities-the recent update has added far too much information in a nonsensical way-please provide a way for users to go to their preferences and change this page back to an overview.

The notes section of two of my open activities are fully displaying on the main activities and I don't know how to minimize it down.

Just like text is displayed in email when an activity is setup/updated/completed, we would like to notify a user when a note is made and have the text of the note display in the email instead of "Please log in to see note." It is not helpful to have to log in to see the text of the note. We have just as much confidential information in activities that we do in notes. There shouldn't be a difference.

I want to show the next several days of birthdays on the main page

It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going

Would like to be able to customize the client's profile sheet to our office. We like to do a quick look at the profile to see what we have in the file or what we need in the file.

The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.

The update that now puts a preview of activities on the home page is AWFUL! The whole point of a summary screen like that is to SUMMARIZE - not muddy the page up with the meat of my activity when I have at least 30 on a daily basis. I get that some may like this feature, but at least give us the option of NOT using this new format vs forcing us to. VERY un-user friendly :( Thank you.

Advanced search-I would like the ability to sort by date created vs always alphabetical order

As an advisor utilizing Redtail, I should be able to delete a calendar event on my phone and/or Outlook and that item should delete from the Redtail calendar as well. Instead Redtail puts the event back on Outlook and My phone. The Redtail approach is very inefficient for the advisor. Help!!! Please make this change

Will you please add "Schwab" to your dictionary of terms? It keeps telling me it is not spelled correctly and it's a distraction.

Activate the ability to create a hyperlink that, when clicked on, would open a specific document saved in the "Downloaded Documents" of that database.

formatting section should be moved to below the ACTIVITY ENTRY FIELD not above. Trying to bold a word or phrase is difficult because you have to scroll back to the top to hit bold and then you lose your place because the screen viewing area is small.