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. sign in sheet

    When I run a Sign in sheet for a Seminar, there is now the "Filter by Status" feature and I do not want that. Is there anyway it could be a Choice? I do not want this feature and now I do not have a choice to turn it off. Thank you.

    1 vote
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    1 comment  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Seminar Canceling

    I would like to add "Canceled" the Seminar status list. Right now its just Active & Prior. I also want to complete the event/seminar from the calendar without deleting the seminar. For example, we have canceled the event/seminar from December 3rd but it is still one the calendar even though I have changed the status to prior.

    5 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Additonal options

    I would like to see the option to add a document (attachment) to the Seminar Detail page. This would keep track of the seminar (restaurant and venue contracts), changes, updates to the seminar and the original event roster. Currently, there is no options for this.

    4 votes
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    1 comment  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Show Servicing Advisor/include as sort option within Seminars

    Right now the only way to segment seminar attendee statuses by servicing advisor is to pull separate attendee category lists, bulk action each one with a tag, and then use advanced search to narrow each tag down by servicing advisor. This is a massive pain. We should be able to segment that information directly within seminars, OR be able to include seminar attendee status as a variable in advanced search.

    9 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  5. When adding a note at the client level, include ability to link a seminar

    We should be able to link notes from the client's contact card to an existing seminar, just like we can link a note to another existing client.

    7 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Seminar REGISTRANTS v. Invited Contacts

    If the "Add Attendee" button is what tells Redtail Seminars that the contact should be included in the ATTENDEES count, how can I indicate in a contact’s account that they were invited to the event and not include the invitees to the ATTENDEES count? Not every contact that is invited actually attends. Not every contact that registers to an event actually attends. There should be differentiation/distinction between these, and a quick summary/count should be available in Redtail Seminars.

    Is there a way to add a new field/column/count that will show INVITED (separate count/list from attendees)?

    1 vote
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Seminar REGISTRANTS v. Invited Contacts

    Please set up Seminar so that the count that appears at the top of the page counts the contacts who have registered to attend the event, not just counting all contacts that have been linked to/invited to the event.

    For instance, we have 50+ registrants and that count doesn’t appear at the top of the page, but the number of contacts that have been added to the Seminar/event (invitees) appears at the top of the page as attendees, which isn’t an accurate summary of actual registrants.

    4 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Have seminars section be able to convert to the calendar.

    When adding a seminar event, I should be able to put that seminar onto the calendar with a click of a button. Instead, I manually put the seminar into the Calendar.

    1 vote
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow Seminars to be seen on calendar in phone app.

    While using the phone app you cannot see scheduled seminars while looking at the calendar. It would be very nice to not have to switch to the seminar tab.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add UDFs to Seminar records.

    Please make it possible for us to record UDFs under a seminar record. We need to track certain information that would be searchable if it were in a UDF. Thank you.

    36 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Seminars: add Contact Options within Manage Attendees in Seminars

    In Seminars, within Manage Attendees, it would be very helpful to add Contact Options, so that we can do lots of different actions for contacts based on their event attendee status. Once we send to search, we lose their Seminar Status. Having this feature in seminars would save us time and hassle, because I can see important contact information within the seminars that I cannot see on the Advanced Search page.

    21 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Seminars: Delete option on the Seminars page to be able to delete more than 1 seminar at a time.

    Add a delete option on the Seminars page to be able to delete more than 1 seminar at a time.

    4 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 5 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  14. seminar

    We run classes every month with clients and prospects attending. I would like to be able to separate clients from prospects within the seminar for reports and labels. Is this a possibility? Labels especially are important as I can see the contact status is CLIENT or PROSPECT in the Seminar - yet I can't make labels for just CLIENTS in the Seminar. Thank you so much for your consideration.

    6 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Seminar/Event status viewable on contact record

    Would like to see invited to and attended categories in know your client area so producer can see how many times a client is invited to but does or does not attend specific seminars or events

    1 vote
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  16. seminar reports

    Seminar reports: On the seminar attendees report it prints only HOME phone. Is there a way to have this print the PRIMARY number. These days the primary is a mobile number. Therefore the report prints a blank for the phone number.

    1 vote
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Seminars - Suggestions

    1.) Check-in List should have PRIMARY phone not HOME phone.

    2.) Under Manage Attendees (aka attendees for Seminar) it would be nice to be able to update more than one attendee status from that screen rather than having to do "bulk" through search feature.
    EX: Search for last name Williams and 7 pull up, and i know the 4 that want to come, i would like to do the update INSIDE the Seminar tool, NOT have to "send to search" and then update that way. (saves us on clicks)

    8 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Put Seminars back to the way they were decending order by date.

    Seminars listed by date in decending order instead of alphabetical order

    6 votes
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    1 comment  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Alerts for seminars

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

    10 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Delete under a contacts list of seminars should not delete the entire seminar

    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.

    9 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
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