A box in the Misc Information tab specifically to keep information about children/grandchildren and their birthdays. That would be more helpful than their height and weight and smoking section.

It would be great if the "location" on an activity could be used to store a zoom link. This field appears to only hold text. OR please add an additional field for Activities that can store a Webex or Zoom link, so it doesn't need to be typed in the description.

When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?

If contact record is Canadian, all fields related to contact should default to Canadian option. If an address is indicated as Canadian the default province option automatically show up. These same options should apply to Drivers license, passport and other KYC options We have a Social Insurance Number used as ID as opposed to social security or Tax ID. Our format is 9 digits with spaces every 3, similar to tax ID area.

When the person assigned to a role changes it is critical that the workflow tasks assigned to that role automatically update to the new person in that role. Right now we have to update all workflow tasks manually when the person in the role changes. Workflows could be so much more useful. Please make this a priority.

I would like to be able to run a report of any memberships that are not linked to any contacts. We have so many that we just have to manually click on and check right now - I want to be able to remove memberships that are no longer linked to anyone.

Currently in week view or day view on the calendar, an activity/task/appointment/etc can be moved with the mouse without having to go in and manually edit the item, this can be very convenient BUT if it is accidentally moved there is no way to know what the original time was. It would be great to have an undo move function, or a way to track the history of the previous time/date of the item.

Under the old speak when there were unread messages there was a notification of the number of unread speak messages in the CRM Speak icon (three dots). This no longer happens. You must have the speak window open to get a notification, which is not optimal. It takes me much longer to notice speak message notifications than before.

I would like to have speak notifications be made in the CRM window where they used to be, since the CRM is always open.

Under the old speak when there were unread messages there was a notification of the number of unread speak messages in the CRM Speak icon (three dots). This no longer happens. You must have the speak window open to get a notification, which is not optimal. It takes me much longer to notice speak message notifications than before.

I would like to have speak notifications be made in the CRM window where they used to be, since the CRM is always open.

Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.

I would like to be able to scroll left and/or right without having to go all the way down to the bottom of the page. OR if I have to go to the bottom of the page I would like to be able to freeze the top row so I can see which columns I am scrolling to. It is very frustrating to have to go to the bottom of the page to scroll left or right and then go back to the top of the page to see if you can see the column that you are looking for.

It would be helpful if each client's unique Redtail auto-assigned ID number was auto-populated as part of their contact record. This could be used as a unique identifier with other outside integrations such as Hubspot

As of now, the color coding technology is in place for categorizing by activity type. I currently work as a registered assistant for 3 different advisors all integrated with Redtail. It would be great if I could color code my calendar by advisor also instead of just by activity type. When I see client meeting pop up I know what type of meeting it is by color but it would much more useful if I knew what advisor it was for instead. Thanks in advance!

Bulk Update Opportunities Permissions - Add Bulk Action Feature so that permissions for existing opportunities can be updated in bulk.

Ability to add automation template to send an email when an active client/prospect have an annual review and have a keyword/tag that triggers the automation.

Specifically, I want to get an email for only active contacts that have the tag "eMoney" on their profile when an "account review appointment" is scheduled.

When one receives an email with the subject "Redtail CRM: A new note has been added.", having the note populate the email would be helpful so one does not have to login to see the note.

An advisor typed a detailed comment to a note to update it. He clicked on "CLOSE" thinking he was finished. The comment was lost. I showed the person how, just above it, he needed to click on the button that currently says "COMMENT" only. It would be much clearer if the button more clearly said, "SAVE COMMENT."

I am all for clean data. We are creating a Redtail Style Guide right now. The section for how to label accounts is unnecessarily long because we have to list account types we can't delete and mark them 'DO NOT USE'. It also makes navigating to the account type we actually need take longer than it needs to. Please let us clean those up (and any other field where you have undeletable options).