CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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  1. Search feature in work templates

    I noticed you added page numbers at the bottom, however it is not beneficial for me as I have over 500 templates.
    I need to search by workflow template.
    In the past I was able to scroll down and find it quickly now I have to click next to get to it. Please update. Thank you

    4 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. labels

    Please fix the Avery 5164 Mailing Label formatting. The position of the address needs to be centered on the label.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. "add new" option inside drop downs (for creating note templates, adding categories, etc)

    "add new" option inside drop downs (for creating note templates, adding categories, etc) instead of clicking out and going to the manage templates, etc.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. mailmerge template add Seminar Location as a field to be merged

    In Mail Merge template, it would be great if I could pull the Location field from my Seminar to include in my confirmation letter.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Have activity template assign task based on roles

    The new activity and note templates are great. I just wish that instead of preprogramming the "attendees", we could set it to assign to whoever holds the role of "advisor" for the particular client.

    13 votes
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    3 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow email templates to pull today's date and number of years since for client anniversaries

    sort of like the ##firstname## that pulls client details.

    Example: Today, ##mm/dd/yyyy## or Today, ##monthdate## ##year## marks ##clientsinceyears## years of working together! --> Today, November 7th 2018 markes 5 years of working together towards financial success! Thank you for ....

    That way it can pull todays date and reflect how many years we have been working together with the client.

    7 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add the Mail Merge Field "Referred by" for Mail Merge Letters

    This suggestion is specifically for Mail Merge Letters using Microsoft Word.
    It would be very helpful to add the 'Referred By' and "User Defined Fields" as a MailMerge Fields for Microsoft Office. We use the information in both to personalized correspondence to prospects and clients. Many letters are sent in Bulk and currently we have to go back and manually enter the information to each letter once its a letter in Microsoft Word.
    I tried following the directions to add Mail Merge Fields but the instructions were not for letters but for excel reports.
    If you cannot create a Mail…

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. 4 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
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