If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.

We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
Thanks for the consideration. Love this platform.

Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.

Important Client Information on contact card or contact details (main page)
Please add:
- household income
- Estimated yearly savings rate
- Desired retirement year
- Desired gross retirement income
- household social security income at FRA
- household social security income with claiming strategy

Use AI to develop peer group comparisons for all RedTail users.

It would be nice to be able to Add your own Header on the Contact Pages, ex: A+ Clients, A Clients, B Clients, Etc...
Rather than only being able to use - Favorites, Contacts A-Z, Advanced Search, Lists and Recycle Bin.
We would like to be able to change these.

It would be nice if we could somehow mark an address for a client as being owned by them or if the client is just renting at that address.

On a contact’s page, under Employer, it would be great to see everyone else who works at the same employer, without leaving the page. For example, if Suzy Q works at Google, I would like to see everyone else who works there directly from Suzy's page.

Right now we can only add one UDF to a single contact at a time. It would be nice to be able to select multiple udfs at a time to a single contact instead of having to click 30 times to get all the udfs needed for a new client added.

I'd like to be able to establish a workflow template where I can assign tasks to the Servicing Advisor field. Currently, you can only assign tasks to the Advisor Role but not everyone has access to fill that field out and it's redundant if Servicing Advisor is filled out already.

You currently don't allow us to just enter in a zip code, it forces us to make up a fake address if we know their zip code. It's better to have something than nothing, so if all we know is the city/state or their zip code, why not allow us to enter that in Redtail without having to input a phony street number?

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.

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.

Within the contact record, please move the Nickname and Designations boxes above the preferred pronouns box.

It would save key strokes if we had ability to set defaults for address type (i.e., Home) and phone type (i.e., Mobile). Most all phones now are Mobile, not Home and system defaults to Home so we have to change it every time. Also the address doesn't default at all, so we have to enter the field every time we add an address. If we could set our own defaults to our most commonly used, it would save time. Thank you!

I'm very, very happy that a pronoun section has been added in! I would love if it could be tweaked to just be "pronouns" instead of "preferred" since that infers that gender identity is a choice and not just who someone is. Thanks!

Show on the Contact Card that Birthday Card Reminder is Enabled at a glance. This would be an easier visual for when you are on the client contact page, you can see if they are on the reminder list or not.

On Contact Details to see if the birthday reminder is enabled at a glance. As of right now, you can only see it if you edit contact details. This way, if you look at the contact card it states birthday reminder enabled.

Currently only Home/Work/Mobile will map to Retriever Cloud. Please add other options like Direct Dial, Fax, Other, etc.

CellTrust is an application allowing financial services professionals to text with clients in a compliant manner. It would be extremely helpful if Retail and CellTrust could sync instead of having to manually enter clients in the CellTrust app.