Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.

Please allow us the option of choosing either SSN or TID when creating a new TRUST contact

add a value, or make Gender field editable, to accommodate clients who identify not as male or female but as binary

I want to go to a client's contact card and see everything I need like Name, d.o.b.soc sec, address phone, email cell employer etc.. This is so basic and I don't want to have to run a freekin report. This has t be the easiest fix and needed by everyone. Thank you

Contact field that explains to the user how to pronounce a client's name

This idea was originally posted in 2015 and again in 2017. I want to bring it back up. Having a new contact created when Employer field is used is not helpful for most. If we want to track a company due to the amount of clients, we use keywords or tag groups. This data makes the database messy, especially when you have multiple people entering and one person abbreviates and the other doesn't. We put the employer information in with the Job Title just so it doesn't create an additional contact. That is our current work around.

The web site (Redtail) is not responsive and does not adapt to the additional speak window.

When using the mobile app to access contact info, it would be nice if there were a way to view the contact's photo bigger. Right now, touching a contact's photo in the mobile app brings up only two options: to either "Take Photo" or "Choose From Library." There should be a 3rd option: "View Photo." As it is, the photo is so small that it's barely visible and, therefore, not helpful when trying to remember what someone looks like.

either add ability to type it after the value-currently only able to enter numbers or have an as of button.

Have the important information icon start flashing when you first go to a contact record and stop flashing after you click on it. This will make it less easy to miss it and you will have to check it to stop the flashing.

Not everyone is either a prospect or an active client. A lot of times, contacts start as a lead and as you talk with them they become a prospect. Also, it would be helpful in organizing "dead leads" as such so I can get a feel for the flow of my funnel without deleting history if that is needed.

The importance of understating your client has never been more important. A field under their date of birth that would delineate what generation they are would be very helpful. Baby Boomer, Gen X, Millennial, etc

It'd be great if in the same area that has phone, email, etc, there were a spot to add Venmo, Paypal and other payment addresses. Maybe under Social Media or as it's own category. Now I just keep track of this info under Important Information.

We would love to be able to move things around under the contact. For example we frequently look at the "important information" tab and would like to be able to move that up above the notes. We would move things around based on our needs and what is most important to see.

notes comments should be viewable on the notes screen without having to click on them. Also, they should be able to be linked to another contact along with original linked note.

It would be nice to have a place to store Previous Employer Data for a client - company name, title, Admins, etc. Possibly an Archived option similar to addresses.

Implement a way for advisors to enter contacts to see if they're on the Do Not Call/Do Not Email list.

clients children should be easier to locate.