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38 results found

  1. Delete under a contacts list of seminars should not delete the entire seminar

    12 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    GeekyTechMom shared this idea  · 

  2. Add "Notes" Column Next to Each Contact on Attendees for Seminar Page

    38 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  3. Ability to Convert Guests in Seminar to a Contact

    25 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  4. Sort Seminars by Date of Seminar

    12 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  5. Linking Activities, Workflows, Notes, Documents, & Opportunities

    333 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Entering and updating Seminar/Event Attendees

    77 votes
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    2 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    GeekyTechMom commented  · 

    Also it would be nice if we could use mail merge for guests. I need to be able to print name tags for the guests too. As of now, we enter everyone in as a contact. It creates a problem keeping them grouped, so we end up not being able to use the counts given as we have to put the guests names in and put them in as contacts in order to make sure we don't mess up who is supposed to be with who. Also, it wouldn't hurt to just have the guest be a contact in Redtail. Why wouldn't you want to keep their info. At least in our case, we do want to keep their info. When people bring guests we are just as apt to do business with the guest as the invitee. We use mailers so most of the people coming are unknown to us anyhow. We aren't primarily inviting our clients (although we do invite them), our target is new business. Redtail developers should shadow some ot their clients to see how the products are really being used.

  7. Add a Mail Merge Field for excluding deceased spouse/ family members

    17 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    GeekyTechMom supported this idea  · 

  8. Custom Export from Reports

    38 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    GeekyTechMom commented  · 

    I also asked the help desk about this and was told it was impossible. The custom export is a great idea, but it needs a lot of work. Somehow, we need to be able to apply the filters we set to the custom export.

  9. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  10. Send client name via iCal sync.

    8 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    GeekyTechMom commented  · 

    This would be huge!!! I can't understand why the client names are not included.

  11. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Advanced Search

    10 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  13. Remove Closed Accounts from Reporting Under Account Type

    69 votes
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    10 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  14. Mail Merge Letter with an auto command for an account number

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    GeekyTechMom supported this idea  · 

  15. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  16. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  17. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  18. automated workflow trigger seminar

    42 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    GeekyTechMom shared this idea  · 

  19. Workflow automation to create Activities

    316 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    GeekyTechMom commented  · 

    I would like to be able to set up an automation to create an activity. For instance, my appointment setter schedules an annual review and we want an all day task set in the calendar to prepare their file 2 days ahead.

    GeekyTechMom supported this idea  · 

  20. Expand Automation Options

    148 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    GeekyTechMom commented  · 

    We need more conditions - For example: I set up a workflow for Annual Reviews and an automation to trigger on activity. The only conditions I can add are Activity Type, Activity Category, Activity Importance, Activity Priority. I have 4 activity types selected, but I also need a condition that it only does this for contacts with a certain status and category.

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