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61 results found

  1. 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.

    542 votes
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  2. 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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  3. 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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  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. 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.

    51 votes
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  6. Delete UDF in Bulk

    Would like to be able to delete UDF in Bulk

    47 votes
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  7. 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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  8. 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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  9. Select multiple notes to make "actions" on

    It would be great if we could select multiple notes that the "Actions" button would apply to. So you could do actions to several notes at one time (e.g. "Link to an account" multiple notes at once).

    33 votes
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  10. Exporting Email History in Bulk Actions

    Everyone hop on board and let's help add major functionality to the Email History Report.

    -We are currently using RedTail's email archive service.

    -We want our Branch Manager/FA/Owner/RedTail Email Admin(all the same person) to be able to review all electronic 'CLIENT' correspondence for a specified date range for 'ALL CLIENTS'..not just 1 specific client. (ie. the last month) (or for an audit, the last full year).

    -We can currently run an Email History Report for 'ALL EMAILS' that have been journaled to our archive domain. However, MAJOR FLAW, this report pulls all 'Internal Correspondence' and even Marketing/Junk mail that is…

    27 votes
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  11. Multiple Attachments to Broadcast Emails

    We should be able to attach multiple files to a broadcast email. Please! Thank you!

    26 votes
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  12. Email Blasts - Birthdays

    Could it be possible to have the system automatically generate and send an email blast to the clients that are celebrating the same birth dates?

    Instead of manually having to setup an email blast and capturing the emails needed to send the celebratory greeting on a daily basis, the system would recognize the birthday/clients and send out the email automatically.

    This would save time, reduce errors, and create efficiencies with removing a task that can be automated.

    Thank you for your consideration.

    25 votes
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  13. Attach file in bulk notes

    I need to attach a file to multiple client records. I tried to do this through Bulk Actions/Note, but there is no option to add an attachment.
    This is necessary, we are entering notes in each client file when we review an investment. This often includes attachments

    25 votes
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  14. 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.

    24 votes
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  15. Import Tool

    Perhaps I'm missing something, but I find no area where I am able to do a custom import. It would be helpful to have the ability to import a CSV file to update contacts, workflows, activities, etc. Most CRM systems have this capability.

    21 votes
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  16. List Management: Bulk Delete

    It would be very helpful to have bulk actions when managing lists. We are revamping how we do client status, category and source, and having to delete each individual status, category or source is not only tedious but taking an extraordinary amount of time. It would be awesome if we could simply select the ones we want to delete and delete them in a bulk action.

    19 votes
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  17. Being able to import contacts ourselves

    Seems like an unnecessary added step to have to send in to Redtail for implementation. Wouldn't it be more efficient to allow the client to import a bulk upload to manage themselves?

    16 votes
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  18. 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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  19. 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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  20. Bulk Actions for Accounts

    If you run a report for accounts or pull up accounts by type you are not able to do any bulk actions except export. I would like to be able to bulk delete closed accounts, or bulk edit account sections such as account type, account manager, account company instead of having to do it on an individual basis.

    15 votes
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