To be able to identify contacts whose address, phone, email, etc has changed in the last xx period

Seriously? I don't know why we have to post these ideas after the techs tell us it can't be done. Every field in a client name should be searchable--and suffix is not. Add it to the list of fields, please. Every single "Sr." and "Jr." is screwed up and I want to fix them.

Have the Result Options panel move down the page as you move down the contacts, so that when you select contact(s) you do not have to scroll all the way to the top of the page to select the Result Options that is needed.

Search engine hover info

When a client's name is typed into the Search Box, it would be nice if the house icon would pop up, so we know where to find the detailed Notes.
Rather than pulling up all the clients with that last name and having to look for the house icon.

When searching last name (which is also a town in VT) it pops up all people who live in that town. Makes the search that much more difficult since the first name can have many different ways of spelling.

Allow us to run a report to see every list in the database in one spot and how much each list item is used.

It would be helpful if quicklists were quicker to access. Currently it takes 3-4 clicks to navigate to the quicklist. Having the choice to default to a particular list would be nice.

The Tag Group should only be seen by the creator of the group. I have 80 users and they have to look through 2,000 groups to find the group they are looking for.

I would love to be able to set filters for my "Search Contacts" so that when I search from the box at the top of the screen, I would see only a specific status (i.e. Client). I would appreciate not having to wade through Closed Clients, Children of Clients, Cold Leads, etc., with the same name every time I search for a client.

Advanced Search Field could use the ability to search for the two CRS fields in the Best Interest box on the account page.

When searching for a client's last name, it would help to see which client is the family head in the quick results that populate under the search window before you actually hit enter. The quick results is great, but if I don't know who the family head is, I have to select enter and get search results.

It would be handy to have a shortcut on the contact search screen after running a search to take you directly to a client's workflow screen. I see that most other sections of a contacts record are there, just not workflows. Probably an easy addition! :) Thanks!

I want to be ablw to say that contacts with these few category types are all considered clients for the purpose of a contact dashboard.

Make Permissions and Roles a searchable field. As Administrator I should be able to search my database to determine all client set to certain permissions or roles. Currently they are only available as reports which are not eligible for bulk actions.

Please add a Transactions link to Quick Add on the top toolbar. It needs to have the option to add client. This will allow users to receive and log deposits to clients' accounts without having to go into the contact record, then to transactions, then to add. Thanks for considering

it would be nice to create a quicklist and screen by activity type, so it is not required to create a new custom export everytime I would like to view a screen by activity type

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

It would be great if we could do advanced searches by specific UDFs and then create a quick list from that search. This would be so beneficial to our firm.