Instead of first downloading a file, working on it, then re-uploading it. Would be nice if (like in dropbox) user could just open it in Imaging (or Retreiver) and have it launch in the appropriate application (word, excel, ppt etc) and then 'save' back to Imaging directly.

The Retirement Date field should be retained (somewhere), however, I would like to see a "Left Employer" field. Just because they don't work there anymore, it doesn't necessarily mean the person retired. We handle a lot of employee benefits and it would be great to have a field for their end date.

Yes, I know we can use a UDF, but those don't work with Quicklists or Automations.

I would like to be able to set my Redtail time format to military time. For example, 13:00 for 1pm, 14:00 for 2pm, etc. This would carry through to notes, calendar events, etc. using the 24-hour format.

Allow a WORKFLOW NOTIFICATION OPTION in PREFERENCES that simply notifies team members when each "STEP" is complete, NOT whenever there is a minor edit to a name, a new task added (that they are NOT assigned to), etc. Way too many notifications going out to senior team members.

Within the advanced search, it would be extremely helpful to be able to search date fields using a date range. For example, dates greater or equal than today AND less than 45 days from now. That would extremely helpful for building lists that do not have to be changed for a hard coded date filter. This would allow us to better search for upcoming reviews based on Know your Client fields.

we have a contact advance search(what we have now, pulls contacts) but we should have an account advanced search that allows users to see accounts, not contacts based on the search criteria so when they export it's only the accounts in the list.

All account fields but especially issue date should be a filterable and exportable option when doing account reports

I would love it if when I set an activity for a 3/4 day period and it shows up every day on my things to do today page rather than just showing up on the first and last day of the activity. I know it would show up on the calendar but I prefer to see it on my things to do today page every day for the duration period as a reminder until I get it completed.

Would like a field added in the accounts to show the date an annuity will be "Out of Surrender".

The Birthday Reminder report doesn't allow for you to customize the columns, and when doing advanced searched for birthdays you also aren't able to add address as a column option. Having an address column would be very helpful for mailing out birthday cards. Thanks

Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.

It would be very helpful to have the option to select multiple files for download in bulk rather than one at a time. This is especially helpful for audit preparation.

Imaging - add an advanced search option to look for keywords within a date range. This would be very helpful for audit purposes.

Mail Merge - We use a quick list to pull up each month’s birthdays, then run a mail merge to print birthday letters for those clients.The letters print in alphabetical order right now, but the ability to print them in date order would be helpful.

Create the ability to add permissions onto workflows

Required fields for template: would be great if we could customize certain templates to enable certain fields to be populated for saving/creating a task. I.E. for Trading template tasks, that we could require the location field to be required (as that is where we input client account numbers). So that a task would have to be populated with certain information to be saved (but only for certain templates)

When running the Contacts by Duplicate Name, in addition to the merge duplicate record action, there should be an option to mark the records as not duplicates so the same previously reviewed records don't show every time the report is run.