When you are updating a task, there should be a window that pops up to ask if we are sure we would like to close this page without saving progress. Far too often I forget to save when looking for something else in the CRM and it would be nice to have a warning that catches some of my human error.

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Put date on all notes and activities instead of "today","last Monday", etc.
When looking at a printed note at a later date, there is no way to know what the date of the note was when it shows "Today at 4:22pm".

The date from day one will save confusion over what date was last Monday, etc.....

Create Outlook 365 plugin or integration where I can assign tasks, etc directly from email. For example, a client emails me a action item/task, I can press a button in outlook 365 and turn it into a task associated with that client and assign it to support staff. Wealth Box does this!!!

When 2 or more contacts are tired to an activity, all you see is "two contact" It wold be helpful to have the primary company shown, so we n=know what company its for. and then just append (2 other contacts)

When uploading a lead list, having the option to submit and "scrub" the list against the National Do Not Call List, and then have the list sent back with only the callable individuals.

Salesforce was my previous CRM and they had this option. Would be great if Redtail would implement something similar.

Thanks!

We would love to sort scheduling reports by who the client's associate advisor is.

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Currently with the FP Pathfinder integration after a client completes a task the notes automatically go to their notes tab. Then a task is created from that note - the problem is that note is defaulted to the CRM owner and can't be changed in settings as there are no settings for this integration other than active or not. Please create the ability for this tasks to be added to a team or another CRM user.

Rather than having to create a Membership relationship between a contact and the referrer, this should automatically be created based on the Referred By field in the Contact Details. There's no reason to create extra work for users...

Too many times people make appointments from the calendar and do not put in a linked contact and the automation workflows don't trigger correctly; they have a blank linked contact. Can you add a message prompt to force or just remind to add a linked contact in the initial input window? I already know it's best practice to go to the contact first...but the reminder to link a contact if blank would change my life. :-)

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Good morning,

I currently custody with Interactive Brokers. They are one of the largest custodians with more assets under management than any other custodian.

I would love it if RedTail would integrate with Interactive Brokers LLC and Betterment for Advisors

Would love to be able to choose from or add more opportunity types, other than just "new business" or "existing client"

I.E. Life Insurance, P&C, Lending, Rollover, Taxable Investment, Etc.

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