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Redtail CRM

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47 results found

  1. 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.

    10 votes
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  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.

    6 votes
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  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  ·  Admin →
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  4. 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.

    6 votes
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  5. 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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  6. 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.

    8 votes
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  7. 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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  8. Show Attendee Status for Seminar in Contact

    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.

    38 votes
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  9. 8 votes
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  10. Add "Notes" Column Next to Each Contact on Attendees for Seminar Page

    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.

    38 votes
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  11. Put Seminars back to the way they were decending order by date.

    Seminars listed by date in decending order instead of alphabetical order

    9 votes
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    1 comment  ·  Seminar  ·  Admin →
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  12. 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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  13. 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.

    12 votes
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  14. Active Seminar Status

    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.

    22 votes
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  15. 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.

    25 votes
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  16. 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.

    56 votes
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    7 comments  ·  Seminar  ·  Admin →
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  17. Seminar

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

    29 votes
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  18. 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.

    12 votes
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    2 comments  ·  Seminar  ·  Admin →
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  19. 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.

    9 votes
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  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.

    16 votes
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