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29 results found

  1. Removal of Tag Groups(Bulk Options)

    You can add Tag Groups through Bulk Actions, but can not remove Tag Groups using Bulk Actions. It would make sense to have both the addition and removal of Tag Groups a Bulk Action.

    58 votes
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    2 comments  ·  Bulk Actions  ·  Admin →
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  2. 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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  3. 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.

    27 votes
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    3 comments  ·  Bulk Actions  ·  Admin →
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  4. I need additional Mail Merge Fields

    We want to create a custom mail merge template to use in place of the Confidential Personal Profile Form. There are multipe fields that I want to merge into this custom form that are not available in the current mail merge fields and therefore I will have a lot of info to add after the merge is complete.

    548 votes
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    82 comments  ·  Bulk Actions  ·  Admin →
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  5. 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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    0 comments  ·  Bulk Actions  ·  Admin →
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  6. 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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    4 comments  ·  Bulk Actions  ·  Admin →
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  7. 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.

    142 votes
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    12 comments  ·  Bulk Actions  ·  Admin →
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  8. Delete UDF in Bulk

    Would like to be able to delete UDF in Bulk

    50 votes
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    6 comments  ·  Bulk Actions  ·  Admin →
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  9. 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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    0 comments  ·  Bulk Actions  ·  Admin →
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