In the account section, I'd love to have an area specifically for RMD info.

There is the general info section, which duplicates the issue date (listed in the account dates), the cash value and as of date (which duplicates the account assets balance), face value (which duplicates the coverage info), surrender value and as of date, loan balance, asset rebalance and rebalance frequency. Why can't an RMD info section be added, or the general section modified to include 12/31 year end value, RMD value, a check box for auto RMD, and that type of information? I'd love to be able to put their withdrawals (or projected withdrawals) for the year and have the system calculate if they will need to take more, or if their RMD is covered. Also, add a text box for notes, so we can detail if RMD is covered by another IRA accounts withdrawals. Please, make this information available to be added to reports!

I know it can be added in a UDF, but everyone has clients that have to take RMD's. This has got to be a feature that more people want and will use, than duplicating other values or dates already listed in the details section.

The Family/household page provides a nice tree of relationships for dependents. However, when the other members become clients it creates a conflict and we must move them to a seperate contact or the head of household for children overrides address contact fields. We then must use Memberships page- which has NO easy view.

I am asking that all relationships show on the family page regardless of dependent status by having a dependent option on setup. The view would be maintained including parents grandparents kids inlaws etc. But contact data could be dependent on head of household or not dependent based on that option.

It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want to be constantly reminded of until I do it.

Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.

Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.

1. Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to the detailed page with all the options available (add notes, assign to, add contacts, etc). This is my preferred option.

2. Add a user preference to allows users to choose the default setting.

Option 2A: For users who like the abbreviated box, they can leave it as it is. No change.

Option 2B: For those who prefer seeing all the details (like leapfrog), make it possible for them to make the default setting go directly to the more details page.

Either of these options would go a very long way in helping users improve the efficiency of adding new activities. These would save time and reduce user frustration.

This does NOT need to be hosted email with RT It can be ANY email provider. The only key here is the unique dropbox email address.

This would be an email unique to each user on a database. By simply forwarding an email to this address or by bcc when sending a new email to a contact, the email will be attached to the contact's notes corresponding to the original email (if forwarded) or to the email being sent to (if sending a new email). If there is no contact already associated with the email, then a new contact will be created. The note will show as being added by the database user who sent the email to the unique dropbox email. (I've seen this is multiple other CRMs and have implemented this in my own CRM but decided against using since I'm the only person in our IT Department).

I understand that the order of Tasks within a single Step is not terribly important (all of a Step's Tasks are assigned at the same time, when the prior step is completed). I, like many other users, would like to be able to re-order them anyway, even if it is merely cosmetic.

But the real issue of concern is the lack of ability to move a Task between workflow Steps. So, if you realize that Task F actually needs to be under Step 3, rather than Step 4, you have to manually re-create it under Step 3, then delete it under Step 4. That process is inefficient and creates opportunities for errors.