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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47 results found
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Make a way to where we can search seminars by name.
Make a search bar where we can search for seminars by name, date, location, etc. This would make it significantly easier than by just scrolling.
4 votes -
Allow Seminars to export Attendee List into Excel Format
Allow Seminars to be able to export an Attendee List into Export format into modifiable lists similar to the Contact Lists. This would benefit especially if invites are being sent out to email addresses and not primarily home addresses. Excel is easy to work with when it comes to modifying and specializing lists to fit our office needs. Hope this is a good idea!
6 votes -
Privacy/permission options for Seminars
Privacy/permission options for Seminars: Be able to assign permissions to a Seminar to a User or Team so it is not public to entire database.
1 vote -
seminar tag group
Add option to add contacts to a seminar via a tag group! When you have 700+ clients and are inviting them all to a client picnic, it is a pain to add them one at a time!
4 votes -
Update Seminar Attendees
Attendees is misleading, and the way that it counts guests is confusing.
Attendees should say Invitees
A total Confirmed count should INCLUDE the number of guests
A guest list should INCLUDE the number of confirmed.Right now, to know how many people are coming, you need to add the guest count and confirmed count, which is incredibly confusing, and the attendee number isn't actually the number of attendees, it's invitees.
3 votes -
Seminars
When editing active/prior seminars: I was editing "prior" and every time I made a change, it refreshed and went back to "active". I sort them by date and it unsorts them. When managing attendees, why can't we update more than one at a time as attended
3 votes -
Add features
LOCATION - Previously entered locations do not automatically populate. Have to re-enter each time.
ATTENDEES: Unlike in tasks on calendar, cannot add employees who are to attend the event.
ATTENDEES: When adding attendees to Seminars it would be good to have "add & new"
SEMINARS LIST: Sort by Date, not location.3 votes -
Declined Attendees List for Seminar
Can we add a feature under the Seminar's Manage Attendees button allowing us to document which invitees declined attending? This helps me not mistakenly invite them again when I send out secondary invitation requests.
1 vote -
Be able to merge Seminars
It would be nice to be able to have the option to merge two seminars together.
1 vote -
Adding additional fields and or creating a custom report in relation to seminar data
The custom reports allows you to bridge data together but is not available as it pertains to seminar data.
3 votes -
Running Seminar reports exporting data into excel as opposed to a PDF
The data in a report is good but if you need to append to it or link data due to fields not beilng available in the Seminar view options you can not create your own report using a XLS extract of the data on screen
3 votes -
UDF fields included in Seminar reports
When running reports from the seminar feature the UDF fieldis not available to cross reference to the clients attending a seminar. I.e if the client has a dietary restriction as a UDF to include that in the manage attendees for seminars.
3 votes -
Prior Seminars Accurate Attendee Count
When looking at the list of prior seminars, the 'Attendee' column is misleading. The number listed includes attendees, no-shows, cancellations, etc. For example, if we want to know how many seminar attendees we've had in the last 6 months, we have to go into each seminar, sort the list, count the number of people with attendee status and then move on to the next seminar. It's quite cumbersome.
4 votes -
Condensed Sign-In Sheet
We have an event tomorrow for roughly 60 guests. The "sign-in sheet" is spread out to 6 pages! That can easily be condensed to two page. Many broker-dealers require sign-in sheets for client events. A simple table of attendee names with a signature line would be easy to create.
I know we can do a custom export, however, doing so does not capture guest names, only the primary attendee name. A quick export to a CSV would be nice to have, and we can format from there!
3 votes -
Improve Seminars
Have the ability to link contacts and complete the activity for all. Also, link documents, such as invitations, agendas, etc.
Thank you!
Anna Dujan7 votes -
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 -
seach by seminar
Please index seminars so we can add them to search criteria.
3 votes -
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 -
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.
6 votes -
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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