Please delete it - that's all. Or offer it as option. Thank you.

Automatically fill in the nickname. save time and we can edit if is different from the name.

"Head of Household" auto-populates into LazerApp forms and the language is a turn-off for many clients. The default should be "spouse" or "primary household contact"...

It would be great if I could just download Advanced Searches in contacts instead of having to make a special export. I want to just click download .exle file with all of the names it lists

When entering a new contact record or updating a contact record, it would be nice to see a memo feature added. For instance, in the phone numbers section. There maybe different departments within a company/vendor. Nice to document which number will get you to which department.

Please add a MATERNAL Surname Field for those who have to use a hyphen to show that they don't have middle names.

An app or connector for Microsoft Teams. We use Teams for our phone system. Would be nice it would automatically look up client and pull the record up in teams. Also just having access to contacts in Teams app would be very convenient.

I like the new feature that when I search for a client that they show up as a menu underneath. But, I noticed that the search will not include nicknames. For example, when I search "Matt" it will not show up if there actual name is Mathew... Or searching '' will not show up if there name is Richard even if the nickname is filled in as ''.

SEARCH RESULTS: For some reason (just this week) when I go to search for a client and the results are 3 clients, only 2 clients show and I have to scroll down to see the third client. However, when I search and the results are say 11, the list continues as normal.

Has there been a change? I would appreciate seeing all three results as opposed to having to scroll regardless of the number of results.

we print profile sheet when doing reviews & a deceased spouse family/membership has no way to reflect that the client is deceased. we changed the survivor to widowed but if we could add "deceased spouse" as an option we could easily see that the spouse has passed away.

I really don't need to see the marital anniversary on the calendar for contacts who are not clients. (Ha, maybe the question is why do I have the date in there then!) But either way, it would be great to have a way to turn off the reminder for anyone who isn't a client.

Even if it would require another authentication, we need to be able to see the entire SS or TIN # in the mobile app. Critical sometimes when traveling or out of the office.

It would be very helpful to have a sub-source field. We like to keep track of which event or group a client comes from so we know what is the best use of our marketing dollars.

An option to find clients that are not in any tag group. Currently if you want to find clients that have not been added to any tag group you need to go in manually in each contact. Their should be an option under field for Tag group when you select type as contact to find contacts that have been missed from a particular tag group /no tag group attached to them

In other words I would like to be able to customize what I see on a client contact. If opportunities is an important thing id like to see front and center, I shouldnt have to hit more on the list under contacts to find the opportunity. Hope that makes sense!

We would like to globally and administratively hide client's SSNs. Or hide all but the last 4 digits. This could be done globally or have the SSNs only available to select users. This is a huge need on the Compliance side. The exposure of have the SSNs so visible seems unnecessary.

It would be nice if there was a way to email a client a "form" to fill out with their contact information that then auto imports back into Redtail. And of course it notifies you when a new contact has been added.

Can you switch the first item on the contact page back to Clients A-Z instead of Favorites. I don't have time or a desire to pick "favorites" amongst my clients and having to click from "Favorites" to Clients A-Z every time I go in to find a client, is just an unnecessary step in my already crowded schedule.