Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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  1. "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.

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    1 comment  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →

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