It would be helpful to have alerts for seminars to remind users in the system of upcoming events.

When in an existing contact under the seminars where you can link a contact has a bad issue. If you click on the seminar and click delete - it deletes the entire seminar instead of removing just that contact. It should just remove that contact. Every single employee we have had since we have gotten Redtail has now deleted a seminar. It's counter intuitive.

In the contact record under seminars it tells you WHAT seminar they signed up for but it doesn't tell you their "Status" (if they attended or not) It currently shows the status of the Seminar - Active or Prior however it should show the status of the attendee. The seminar status is not helpful data.

When looking at the invited attendees for a seminar it would be great to have an added column for notes where you can attach a note to each attendee in the seminar. For instance, if they require handicapped assistance or a specific meal choice for an event, you could note it next to their response and easily see their note. When looking at "Attendees for Seminar" it would include contact, contact status, phone, email, guests, attendee status and NOW attendee notes. This would be EXTREMELY beneficial for our firm.

It would be nice for the Attendees that were added to my seminar tab to be exported into excel including their attendee status. also a tab where i can see what type of appointment is held along with the Advisor who they scheduled the appointment with.! this is very critical to have because we do our business strictly of Seminars

PLEASE RECONSIDER creating a bulk action for active seminars!
I want to be able to mark several seminars as prior without having to go into EACH one individually to edit and mark prior.

I would like to see the status of the attendee in a timeline so we know what they started as and finished as.

So using basic address label templates like Avery 5160, and larger, and actual name labels like Avery 5395 to accept export from a seminar attendee list. Using "Confirmed" or other to print out just the names for use as name badges.

So you could use the existing templates you have, just add this formatting of picking up just the clients name, no address and at a larger font size.

Trying to copy and paste from the report exports is difficult since its last name then first.

When we host a client event, we utilize seminars in Redtail. We invite both guests and clients, with the hope that some of the guests become clients of the firm. It would be great to have the guests automatically added as a contact, or possibly have the ability to select which guests you would like to convert to a contact in Redtail.

Sometimes people respond with "We won't be able to attend, because we'll be at our daughter's wedding" or some such. I would like a place to put that information when I check the "Declined" - an option to put a reason. (That way, when the boss asks in the meeting, Why aren't the Jones's coming? I can quickly answer him.)
In the same vein, when someone confirms & says they will bring a guest, it would be nice to note it right where you confirm them.

in the attendee management screen, there should be an option to sort by family so that married couples with different last names are groupable. This is particularly important for CSA's that may be in charge of RSVPs for an event that may not know each person personally.

We would like the guest to be able to link to the current contact record. Currently it is just a name and does not link with the contact, therefore we are not pulling the actual contact info, from the seminar tracker and have to go back into the CRM to pull their guest's phone number etc. to contact them.

In addition when downloading the report, it only gives you the attendee, not the guest name. Can you please correct?

Return on Investment tracking with seminars would be a useful feature. Having the ability to input the cost of the event and based on the number of attendees calculating the cost per attendee. Then being able to track the amount of revenues that were generated from the event.

Need a TRUE total of attendees (inclusive of attendees and guests). Currently Redtail gives the numbers separately and I have to add them together so I know the true number of individuals coming to the event.

Would like the ability to run an EXCEL report for seminars that has the following fields:

Client Last Name, Client First Name, Servicing Advisor, Writing Advisor, Attendee Status (RSVP-yes, RSVP-no, Invited, No Show, etc), and if they brought a guest (ideally include the guest name).

EXAMPLE:

Client Last Name: Smith
Client First Name: John
Servicing Advisor: Jane Doe
Writing Advisor: Jane Doe
Attendee Status: RSVP-yes
Guest: Sally Smith

It is currently possible to change the assigned color for a seminar so that the seminar blocks appear in the designated color on the calendar. However, when you change the status from active to prior, there is no 'complete' color like there is for other activities. The seminars forever hang out there in pink (in our case). We'd LOVE it if the seminars would also change to the completed color.

This would just be added to the existing pdf that Redtail has. We sometimes have multiple seminars going on or when one is ending the another is starting and it would be nice to have the title at the top of the sign in sheet or even the other reports that you already have.