CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. I would like to see attendee status timeline for seminars/events

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

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  2. seminars

    Utilize the Bulk Action functions within Seminars. For example, if I want to bulk email all of the "Pending Response" individuals I would be able to mass click them and then send an email using the Bulk Action function. Thanks.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add an Label Export for Name Tag Labels

    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.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Convert Guests in Seminar to a Contact

    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.

    9 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Seminars - note why declined/note guest added

    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.

    12 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Seminars: Navigating List of Seminar Members

    It would be very helpful if the members of a seminar could be listed all on one page as is the case with an Advanced Search. Right now, depending on how many contacts are members of a given seminar, there might be multiple pages of members that you have to go to in order to view all of the seminar members. It is also confusing how the seminar members do not filter across the multiple pages of members, but each page filters that page (i.e. I can filter alphabetically and have A-W on page one, but then go to page…

    25 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  7. seminar attendee Family Name

    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.

    16 votes
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    1 comment  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Seminar Tracker Guest Contact Record Link

    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?

    4 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tracking Seminar ROI

    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.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Seminar Management - true total of guests

    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.

    40 votes
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    6 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Excel Report for Seminars

    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

    6 votes
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    1 comment  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Change calendar color when a seminar is marked as prior

    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.

    6 votes
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    2 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  13. On the Seminar Sign-in Sheet, include the event name that we have created

    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.

    6 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Print name badges for seminar directly using Avery template 5395 Most of the reservation services agents use this format

    This is a basic need requested and a simple fix since it is already a template within Avery.

    4 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Seminar

    Allow us to update the seminar attendance status for a client from that client's contact card.

    12 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Seminar Status at the same time that you add a contact to a seminar

    There are far to many steps to update the Status of a contact with a seminar. When adding a contact, you should automatically be prompted to assign their status.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Alphabetize Seminar Attendees by FULL results, not just by each page.

    When going to "Manage Attendees", they are not alphabetized over all pages in the list. Each page is individually alphabetized. For Example, there could be A-Z names in all five pages and you have to look at each page to find the attendee.

    9 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Dollar amount for seminars

    It would be nice if you could assign a dollar amount or value to each seminar participant. Since we can only spend less than $100 per client per year, this would be a great way to be able to track who has come to which events and how close we are getting to their limits.

    1 vote
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  19. DIGITAL CHECKIN THROUGH SEMINAR MANAGEMENT

    SM capability to be interactive for event check-ins so that we could actually check people off the list digitally when they arrive instead of needing to export those lists to another software.

    6 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  20. seminars on homepage

    On the old redtail, you were able to look at the seminars on the right hand side where the "tags" were to see how many seminars the client went to at a snap shot. Now with the new redtail, you have to go to the left side, and click on the seminars tab and it takes you to a new page. Can you please change it to where we can see the seminars on the homepage? It is more difficult now than before.

    7 votes
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