Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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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40 results found
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8 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Put Seminars back to the way they were decending order by date.
Seminars listed by date in decending order instead of alphabetical order
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Alerts for seminars
It would be helpful to have alerts for seminars to remind users in the system of upcoming events.
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
37 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar Management - true total of guests
Need a TRUE total of attendees (inclusive of attendees and guests). Currently Redtail gives the numbers separately and I have to add them together so I know the true number of individuals coming to the event.
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Change calendar color when a seminar is marked as prior
It is currently possible to change the assigned color for a seminar so that the seminar blocks appear in the designated color on the calendar. However, when you change the status from active to prior, there is no 'complete' color like there is for other activities. The seminars forever hang out there in pink (in our case). We'd LOVE it if the seminars would also change to the completed color.
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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On the Seminar Sign-in Sheet, include the event name that we have created
This would just be added to the existing pdf that Redtail has. We sometimes have multiple seminars going on or when one is ending the another is starting and it would be nice to have the title at the top of the sign in sheet or even the other reports that you already have.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar
Allow us to update the seminar attendance status for a client from that client's contact card.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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seminars on homepage
On the old redtail, you were able to look at the seminars on the right hand side where the "tags" were to see how many seminars the client went to at a snap shot. Now with the new redtail, you have to go to the left side, and click on the seminars tab and it takes you to a new page. Can you please change it to where we can see the seminars on the homepage? It is more difficult now than before.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar Editing
Seminars: When editing a prior seminar. Return us to that same seminar search after updating. It currently sends us back to Active seminars
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar cost
It would be nice if the Seminar could calculate how much it either costs the company to host, or how much it brings in.
31 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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"Client Events"
Each year our firm holds special client events (2-3 annually) that definitely do not fall under the "seminars" category. These are social events we offer our RIA clients & we would love to have all the features that your "seminars" has for attendees tracking, etc. Maybe change "Seminars" to a more broad field, but then have different options to choose from under that (broad) starter tab, such as "Seminar", "Class", "Client Event", "Marketing Event", etc.
130 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Seminar Management Attendees should be 'Invitees'
When you open the seminar mgmt. tab. Attendees is not the proper language used. Should be invitees because attendees should be those confirmed in attending. I think should just list attendees versus confirmed. We gave the wrong amount to a cater based on that number for an event. Attendees right now is everyone invited including those not able to attend. We want the ability to have everyone invited in our seminar/event list but, total only those confirmed in attending. We had to delete people that were not attending but invited to get a proper count without having to run a…
71 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Entering and updating Seminar/Event Attendees
"Attendees" should be "Invites" or Guests", as "Attendees" implies they are attending.
When entering Attendee information, please add the option to add guests in same box we are entering "Attendee". (Thereby avoiding the need to enter the Attendee, save it, then scroll through to find them in the list to then add Guests. (this is silly)
Also, and very important, PLEASE fix the count so that we can see # of confirmations (attending); # of guests; and # of declines. Currently, the count of "Attendees" is every single response which serves no purpose at all.
Thank you.
68 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Support for Multi-session Seminars
We teach multi-session seminars. We would like to be able to track these additional dates from within a single seminar entry. Most of our classes are once a week for 2 or 3 weeks. We'd like to have a spot to put all three dates within a single Redtail "seminar", so we can track the attendees in one place, as well as show each individual event on the calendar.
Two less-than-ideal workarounds: (1) Make the start date and end date correspond with the first and last dates of the series. This doesn't work well because if we choose to display…
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Marketing Campaign Tracker
Campaign Tracker:
To track marketing campaigns, to include campaign name, clients, prospects or COI, estimated costs, actual costs, date ranges, goal ... to track the metrics and gauge viability of campaigns.13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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