Redtail 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!
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61 results found
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Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Bulk Actions - can only do one bulk action at a time
There is a glitch in the system. When I pull all my Platinum clients and select from the list to do a bulk action, it will take it the first time. But if I then deselect all and select a new group for another tag group it fails. I have to back out of my search, start the search again, and select all the clients again before it will let me do another bulk action. Today I tried pulling Gold clients right after I did the Platinum clients and it wouldn't take my bulk action without backing out. It wastes…
1 vote -
Bulk remove keyword or tag groups on One contact
When handling terminated accounts, would be useful to have way to delete all keywords and/or tag groups from one contact. Having to click each keyword or tag, and then also click on the confirmation message is bulky and inefficient when trying to clean up lots of contacts.
3 votes -
cryan@oldportadvisors.com
MailMerge: Make the Spouse Middle Name available as a merge field. This is very important to populating standard merge forms and documents. It's nuts to not have this available!
3 votes -
Bulk Actions for Professional Contacts
It would be nice to add the Bulk Actions ability for Professional Contacts. Examples:
1) A firm wants to assign a Profession type of "Tax Preparer" to multiple contacts.
2) The Tax Preparer in step 1 leaves and a firm wants to reassign the "Tax Preparer" profession to another Professional Contact entry.1 vote -
Invite a Household
For Seminars, being able to invite a Household would be super helpful!!
2 votes -
Calendar - Add Users to Events in Bulk, Disable Calendar Notifications
Whenever we have a new hire, I have to manually add them to each individual company-wide event/holiday/birthday. It is extremely time consuming to go into each individual event and I have to "save changes" and notify my whole team.
It would be great if I could add users to events in bulk from the reports view. The only option is to reassign which does not apply because these are office-wide, entire team events, I don't reassign anything I just add someone to it.
It would also be really helpful if we could disable the calendar notifications in some way! Updating…
3 votes -
It would be really helpful if you would build and API to outsource mail fulfillment, such as www.stannp.com. No option with partners
integration for snail mail
1 vote -
account by contact allow to filter by partial account number
account by contact allow to filter by partial account number so we can perform a bulk action on any account number that for example contains WWE.
3 votes -
CUSIP
Add CUSIP as one of the identifiers available in the search for Bulk Actions
6 votes -
Bulk Action - CUSIP Search
It would be extremely helpful if I could search by CUSIP for all accounts that hold a bond so that i can take a bulk note across those clients with that position
6 votes -
Send entire contact list to Adviceworks in one action.
I can send an individual contact to Adviceworks, but I would like to send my entire Redtail contact list to Adviceworks in a bulk action rather than one at a time. There should be a way to select all contacts and send them to Adviceworks with one click.
1 vote -
adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards
currently labels pull the full name or family name. It would be also good to pull the nickname as people often use their preferred nickname not their full name.
12 votes -
Select multiple clients on reports page
Reports should have tick boxes for selecting clients for bulk actions.
i.e. you run the "Client Reviews" report, it shows you a list of clients.
There should be checkboxes next to each name, like most other lists in Redtail, that allow you to select multiple clients right from the report to assign workflows, create activities, etc.
3 votes -
upload
It would be great to be able to enter / upload a block of Redtail contact IDs and then be able to add them to a tag group for other bulk related options. Often we export a list of contacts that we then work on in a spreadsheet thus eliminating some of the exported contacts. After we've worked the export, we'd love to be able to enter or upload the list of contacts from the spreadsheet into Redtail and add them to a tag group for further manipulations.
3 votes -
Bulk upload a custom list with Contact ID through EDI
Allow us to make bulk changes through EDI wtih Contact ID, ourselves.
1 vote -
Bulk Action Change Contact Email to Primary Email
Create a bulk action that allows contacts emails to be changed to their primary email.
1 vote -
labels
Would like to see more preformatted Avery label types. Additionally label directory should be updated to reflect similar labels with different product numbers .i.e. 5263 is sized similarly as 8163.
Would also like a merge to allow us to include return address and company logo in the formatting fields.3 votes -
provide a bulk delete option for contacts notes
provide ability to bulk delete selected client notes. Over time we enter misc notes that are useful (called client left message to call back .. sent email ...etc) for a short period of time but after a few weeks or months they are no longer useful and clutter up the primary notes we want to keep for history. It would be good if one could scroll through and simply check notes for a bulk delete rather than doing each one individually.
4 votes -
Birthday
This has been mentioned a few times, but I figure I ought to join the choir of us all just needing Redtail to be able to automatically generate and send out birthday emails on clients Birthday's.
10 votes
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