When linking Retriever/Imaging folders to CRM Contacts, currently only have ability to link a single Contact at a time. If folder is for accounts with multiple holders (Joint, Trust, Entity, UTMA, etc), the folder must be linked to each Contact in separate steps. It would be more efficient if we had the option to link the folder to additional contacts in a single step.

Our former CRM system Wealthbox allowed us to seamlessly journal emails from microsoft office once they connected. How come Redtail cant? Why is it so difficult to connect microsoft office? We would gladly pay to have it easier.

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.

In Imaging, adding the ability to set permissions or restrictions on libraries, limiting who can view what library. We are an OSJ branch that has a few different users of our imaging capability. Unfortunately, we have no way to limit which user can view all of the imaging files. Everyone can see everything since there are no permissions in place.

Add the "Type" drop down to Note entries, similar to the Category drop down. By adding Type, your note entries can be aligned with the Activity Type.

We would love to be able to create a "view-only" user ID for certain users to be able to only view the contacts and not add/make changes to any.

Please allow client favorites to be shared accross users. We are trying to find an easy way idintfy top clients. We could either use the favorites and make then sharable across users, or maybe allow cient names to be highlighted when you search them.

Please make the Project Tailwag Release Notes Page SEARCHABLE.

This is the page we are directed to from RedTail Emails that inform us when our Feedback Status has been updated to completed: https://help.redtailtechnology.com/hc/en-us/articles/204037074

Sometimes I am not able to look at these emails right away. But when I get to them, this link is so generalized that I cannot find the details on my feature suggestion which has been approved...

Please either make this page searchable, OR provide a direct link in your emails which will bring users to the details released for that specific feature improvement.

Include account type when linking the account number to an activity. For example, we don't know if the account is an IRA, Roth, etc. Please add in Redtail.

In the accounts page, add a line for surrender period end date. This will allow us to track when an annuity is outside its surrender period.

Would love for the Know Your Client and UDFs to be on the Confidential Personal Profile. This would be beneficial for client meetings to update information.

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.

Have a toggle beside the Search Bar that you can filter for Active Clients only. More often than not, I am searching for an Active Client and my search list is cluttered with deceased clients, inactive clients, and/or prospects.

When I click on the contact card, open a screen that looks exactly like the original screen I entered data in when I was first adding a contact. I am forever trying to track down all of those fields!

Is there a way to do this?