It would be great to receive a notification on my phone (either via the app or from the database itself) 15 -30 minutes (customization option) before an activity.

It would be nice if there was an "action" under a WF task to create an activity that has that task as the subject. I'd really like an automation that does it automatically but just having "create activity" under the drop-down menu that has edit task, reassign, etc. which puts you into "create new activity" mode with the subject filled in with the task would be great!

Is there a way to go back to a Report if, after you have ran the report, you click on one of the Contacts and then want to return to the Report? I just ran a Fiduciary report and then clicked on a Contact but didn't see an option to RETURN to the REPORT; the only way would be to OPEN the Contact in a new tab/window?

Client Review Automation

It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks

Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.

Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.

Showing Married at the top of the screen when people are in Life Partnerships is very misleading. It's hard to remember sometimes whether couples are married or not and awkward to have to ask. There are many types of partnerships these days, including Marrieds, so my suggestion should work well

See the "how you can improve" section.

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.

Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.

We usually scan our client's licenses into our system or clients send their license as a PDF file. It is very time-consuming to convert these to our a .jpg Any way to upload their license as a .pdf so we can add a contact picture for them?

Have the ability to delete or hide system generates activity categories or if we cannot delete or hide that Redtail can do on the back-end.

It would be great if via the APP we could take a picture and save it in NOTES,,,

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Make it possible to do an advanced Search or report of people that have REFERRED someone to us. Currently, you can only run a report on who has been referred to us, our marketing department depends on that list of our special client events

I would like to be able to export or print the activities/subject that I have checked in order to do a specific subject query.

We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them. Not all joint owners are spouses and after integrating we need to validate information to make sure all accounts are listing under the co-owner.

Link with Tolerisk

in the CRM document upload section be able to label the category/ account while uploading documtment