Change the default start field to First Name or Last Name instead of Preferred Pronouns

When adding a spouse or maybe on the HOH record or both, there should be an option to not share contact card information.

The only way currently to add contacts from a spreadsheet into the CRM is to email redtail to perform the action. I would suggest creating the interfacing so users/admins can also add record in bulk, especially for instances where events/workshops generate a lot of information that has to be worked with right away.

Under Financials add an additional enhancement choice of RISK PROFILE with a date column or text space, allowing you to track last time the profile was updated. Currently there is not an option and risk tolerance doesn't answer this date or note idea found in this area

Add a place holder for primary and contingent beneficiaries
A checklist to mark off for important documents, wills, poa's, etc.

Under the contact details would love to see the referral name link to their contact client page. thank you!

We have over 50 standard questions that help us to know our clients better. We want to create custom fields that will automatically populate a new client's record so that we can add the information as we obtain it regarding our client's likes, dislikes, hobbies, etc. The bulk action only seems to apply to existing contacts, and new fields added individually.

Why isn't there the availability to add UDF's to the Contact Input Page? There is specific information that we would like to enter. The way the system is now, we have to create the contact and then we have to go back in to the system to input the UDF's. This isn't a very efficient way of handling the data.

If I run a quick list to show all clients that have email and a husband/wife both have the same email in their records, the broadcast email gets sent twice to the same address. I currently have to review hundreds of contacts and uncheck anyone that has a duplicate email. I would like the system to disregard duplicate emails and only send once for each email provided

Add the ability to reorder the contact record. Sometimes we run a mail merge and the address, phone number and email address aren't in the correct order, so we get blanks on our reports.

Seminars are sorting by date added, not the date of the seminar when choosing a seminar from a contact.

Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize

Please add Charity, Religious organization and non-profit organization to type of contact.

Now that you can select Roles in the Contact Add Screen, could the system copy those Roles to the spouses record, if they are also setup in the same screen? I noticed that Permissions copy over, but the Roles did not.

When entering a new contact we need an option for ESTATE

Add Spouse info on New Individual page

The only info you can add for Spouse on the new client page is name and job info. Then you have to go into the spouse after saving to add contact details, DOB, SSN etc. It would be great if all that info could be added on one page. And it would be helpful if the servicing and writing, status, category etc would copy over to the spouse.

Please add a cloning option, super helpful for entering spouses plus we have two departments who keep separate records so for a husband-wife we have to enter the SAME info FOUR times!

When adding employment to a client please don’t automatically create a separate contact for the employer