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.
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  1. update seminar tab

    When I am adding seminars/webinars, it would be nice to have the switch at the top of the page, as well as the bottom to go from page 1 to page 2 etc. Right now, I have to scroll down each time to bottom of page. Should be a simple fix. Thanks.

    9 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  2. seach by seminar

    Please index seminars so we can add them to search criteria.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  3. sign in sheet

    When I run a Sign in sheet for a Seminar, there is now the "Filter by Status" feature and I do not want that. Is there anyway it could be a Choice? I do not want this feature and now I do not have a choice to turn it off. Thank you.

    5 votes
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    1 comment  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    5 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show Servicing Advisor/include as sort option within Seminars

    Right now the only way to segment seminar attendee statuses by servicing advisor is to pull separate attendee category lists, bulk action each one with a tag, and then use advanced search to narrow each tag down by servicing advisor. This is a massive pain. We should be able to segment that information directly within seminars, OR be able to include seminar attendee status as a variable in advanced search.

    9 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Seminar REGISTRANTS v. Invited Contacts

    Please set up Seminar so that the count that appears at the top of the page counts the contacts who have registered to attend the event, not just counting all contacts that have been linked to/invited to the event.

    For instance, we have 50+ registrants and that count doesn’t appear at the top of the page, but the number of contacts that have been added to the Seminar/event (invitees) appears at the top of the page as attendees, which isn’t an accurate summary of actual registrants.

    4 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 8 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    33 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    32 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    16 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    22 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
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