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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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52 results found

  1. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    Will you make a Bulk Action that allows us to reassign tasks to a User or Team?

    This would allow a manager or advisor to assign an entire workflow or workflows to a specific person.

    I agree that Workflow Templates should be assigned to Teams as is taught in Redtail University. As people come and go from teams, the template can stay the same. However, if this Team Assignment continues, Teams that continue on and reassign tasks to an individual user are forced to reassign each Task individually. This can be quite cumbersome when reassigning longer Workflows or when multiple…

    45 votes
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    1 comment  ·  Bulk Actions  ·  Admin →
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  2. Mapping Addresses

    Currently, if you are in a client record, you can click on the client address and "MAP" it. It would be nice to be able to "MAP" multiple addresses at once. If I am travelling out of town to visit clients in the same general area, it would be helpful to be able to map all of the clients at once to determine the best route to take.

    21 votes
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  3. Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep

    As it currently stands, you require the user to clean up the records being combined in order to complete a merge. But this takes just as long as copying and pasting the data from one to the other and deleting the duplicate.

    Instead it would be better if I could view the records selected for merging side-by-side and select the data I wish to keep from each (including all UDFs and notes)

    13 votes
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  4. add mobile phone as a field in mail merge

    add mobile phone number as a field in mail merge.

    59 votes
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  5. Mail Merge - All Fields Available

    This is a CRM holding contact info/account info/calendar dates. Being a CRM, you should be able to generate an appointment letter with the clients date/time of their appointment without having to run an export, then do a mail merge from that, we should be able to just click, appointment letter (or whatever one calls it). So many extra steps for the simple day to day task. ALL FIELDS SHOULD BE AVAILABLE FOR MAIL MERGE

    66 votes
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  6. add a workflow to bulk actions

    Since you don't have triggers for every situation. It would be nice to bulk add workflows to contacts. Adding multiple clients to a tax season workflow let's say. It could either be add workflows in bulk or attach them to multiple clients in bulk.

    139 votes
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  7. Bulk Action in Reports

    Need the option to run Bulk Actions when I have results from a report.

    I run the Contacts Not Permissioned report for example and I'd like to assign from the results but I do not have this option, other reports as well should result with the check box to the left like search results

    15 votes
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  8. Mail Merge

    When creating a mail merge for a business it would be helpful to be able to pull the primary contact name as a mail merge field. Example in the heading and salutation sections.

    9 votes
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    1 comment  ·  Bulk Actions  ·  Admin →
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  9. add a future appointment date/time to the mail merge fields

    There is currently no way to merge a future appointment date/time into a letter. This would be really helpful in preparing for the upcoming tax season, as we send out letters after the first of the year to those clients to alert them of an appointment made for them.

    15 votes
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  10. Delete UDF in Bulk

    Would like to be able to delete UDF in Bulk

    45 votes
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  11. Opportunity Tracker: Bulk Actions

    It would be a great feature to be able to select multiple opportunities via a checkbox next to the open opportunity and then select a Bulk Action after you've selected. Imagine having 21 open opportunities that are all named "schedule appointment". You could select all 21 and select a bulk action email report. Or at least open the feature to select multiple opportunities and then be able to "send to search". Then from the search report be able to select the contact records you'd like in your Bulk Action. I think this feature for opportunities would be a fantastic idea.…

    41 votes
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  12. add the confidential personal profile to your exports for a group - this is listed as a "common task" and we use it for every client.

    We use this form every day all day for incoming clients. It would be nice to be able to print them all at once instead of one by one. We are in a project where we need all clients printed at one time and it is very frustrating to print 600 of these individually.

    1 vote
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