Please Add a Document "Description Field" Where Users can make brief Notes next to Uploaded Documents, to help specify / clarify what they are (without having to download/open each document).

Currently, RedTail Does Not Let you Alter the Name of the Document You are Uploading...if you want to change it, you would have to go back and actually change the official document file name on your server before uploading to RedTail....and maybe its not *your document to have any authority to change.

It would make the documents Tab MUCH more useful if RedTail Added a Document "Description Field" Which Would Allow Users to make brief Notes next to their Uploaded Documents.

It would also be very useful if RedTail Created a separate "Document Type" customizable code - just like BUT NOT THE SAME as "Category" or "Status" for notes and activities. You would want a separate categorization list, because Users' Categories for Notes Will NOT Pertain/be relevant to the Labels you would want to use to categorize Documents - they are totally different realms.

Thank you,

When I search in the main search box in the top left corner of Redtail, a few different information fields show up beside each contact on the search results screen and then there are field options in the top right part of the page to determine what fields I will see next to each contact. Those options are very limited. Please add more options to this... especially contact email information.

It would be VERY helpful to be able to see primary email addresses here. When I am looking at attendees within a seminar, I see these fields in the row beside each contact: Contact, Contact Status, Phone, Email, Guests, and Attendee Status. When I then "Send to Search" for those attendees, I can only see these fields in the row beside each contact: Name, Status, Category, Source, Type, (and then SrvAdvisor or WrtAdvisor if I select those on the dropdown menu).

When I send a broadcast email based on a tag group search or from a list of event attendees that I have "sent to search", I am unable to see the email addresses. Many of our clients have the same email address as their spouse and we want to make sure they only receive one email from us. In order to make sure we do not send two emails to a duplicate email address on that list, I have to look at the seminar page, manually make note of which emails not to send to, or, on the search results page, I have to hover over each contact name on the list to decide whether or not their primary email address (that shows when I hover) is a duplicate of the spouse's. This is a lot of manual extra steps that could be avoided if the email address field continues to show on the search results screen. If the email address showed on the search results screen it would be much faster to identify clients with duplicate email addresses and can mark one of the two contacts with the duplicate email addresses to not receive the broadcast email.

Please add lots of options to the "filter" drop down box of fields to be included (especially contact email information) so I can decide which fields I would like to show up in the row beside each contact on the search results page.

Broadly speaking, I am trying to create a better distinction between Investments and Insurance. The following are the details.

Basic Information - Restructure as:
- Number
- Registration (moved from "Ownership"....but editable to a short name)
- Company
- Product
- Type
- Status

Investment Details: This is a new section
- Tax Qualified Type (moved from Basic Info)
- Type of Ownership (moved from "Ownership")
- Owner (moved from "Ownership")
- Joint Owner (moved from "Ownership")
- Investment - Initial (moved from Payment Info...delete "Invested - Total")
- Model
- Manager
- Flags

Insurance Details (new section)
- Coverage Amount (moved from Coverage Info)
- Death Benefit Option (moved from Coverage Info)
- Underwriting Class (this is an add)
- Premium (rename from "Modal Premium" in Payment Info)
- Premium Mode (rename from "Investment Frequency" in Payment Info.....and add "single premium" to choices)
- Policy Owner (new field as we also have an owner in Investment Details)
- Insured (from "Ownership")
- Insured 2 (from "Ownership")
- Cash Value (moved from General Info)
- Cash Value As Of (moved from General Info)
- Surrender Value (moved from General Info)
- Surrender Value As Of (moved from General Info)
- Loan Balance (moved from General Info)

Account Dates:

   - Application Date

   - Issue Date

   - Effective Date

   - Delivery Date

   - Renewal/Expiration Date

   - Closed Date

Keep the following sections:
- Beneficiaries
- Riders
- Agents
- Account Assets (Personally, I don't find this useful. Data is more robust @ custodian or eMoney...gain/loss, etc... but you may feel it an important part of your value proposition with Morningstar links.)

Delete the following sections:
- Strategic Allocation Model - This information is already in KYC section
- Payment Info (most fields moved into Insurance or Investment section)
- Coverage Info (most fields moved into Insurance section)
- General Info (most fields moved into Insurance section)

Delete the following fields:
- Face Amount (I believe this is addressed with "Coverage Amount")
- Asset Rebalance (we can infer the same information from Rebalance Frequency field)
- Rebalance Frequency (from General Info...very iffy value unless automated workflow can be triggered. If "iffy" is accurate, you may want to delete the field...which is why I suggest deleting it.)
- Withdrawals - Total - I don't see the value
- Withdrawals - Monthly - I don't see the value
- Annual Premium - I don't see the value
- Investment - Total - Rather have it from custodian or carrier