Welcome to our official Redtail CRM feedback forum!
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52 results found
Add CUSIP as one of the identifiers available in the search for Bulk Actions3 votes
Bulk Action - CUSIP Search
It would be extremely helpful if I could search by CUSIP for all accounts that hold a bond so that i can take a bulk note across those clients with that position6 votes
Send entire contact list to Adviceworks in one action.
I can send an individual contact to Adviceworks, but I would like to send my entire Redtail contact list to Adviceworks in a bulk action rather than one at a time. There should be a way to select all contacts and send them to Adviceworks with one click.1 vote
adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards
currently labels pull the full name or family name. It would be also good to pull the nickname as people often use their preferred nickname not their full name.4 votes
Select multiple clients on reports page
Reports should have tick boxes for selecting clients for bulk actions.
i.e. you run the "Client Reviews" report, it shows you a list of clients.
There should be checkboxes next to each name, like most other lists in Redtail, that allow you to select multiple clients right from the report to assign workflows, create activities, etc.3 votes
It would be great to be able to enter / upload a block of Redtail contact IDs and then be able to add them to a tag group for other bulk related options. Often we export a list of contacts that we then work on in a spreadsheet thus eliminating some of the exported contacts. After we've worked the export, we'd love to be able to enter or upload the list of contacts from the spreadsheet into Redtail and add them to a tag group for further manipulations.3 votes
Bulk upload a custom list with Contact ID through EDI
Allow us to make bulk changes through EDI wtih Contact ID, ourselves.1 vote
Bulk Action Change Contact Email to Primary Email
Create a bulk action that allows contacts emails to be changed to their primary email.1 vote
Would like to see more preformatted Avery label types. Additionally label directory should be updated to reflect similar labels with different product numbers .i.e. 5263 is sized similarly as 8163.
Would also like a merge to allow us to include return address and company logo in the formatting fields.3 votes
provide a bulk delete option for contacts notes
provide ability to bulk delete selected client notes. Over time we enter misc notes that are useful (called client left message to call back .. sent email ...etc) for a short period of time but after a few weeks or months they are no longer useful and clutter up the primary notes we want to keep for history. It would be good if one could scroll through and simply check notes for a bulk delete rather than doing each one individually.4 votes
This has been mentioned a few times, but I figure I ought to join the choir of us all just needing Redtail to be able to automatically generate and send out birthday emails on clients Birthday's.7 votes
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.12 votes
udf automation improvements
I would love to have the ability to automatically import all udf's I created when adding a new contact. Currently, I have to add them one at time for each new contact. Having this ability would also enhance the integration with Precise FP, since a majority of the fields I am importing/exporting come directly from the UDF's. Thank you.4 votes
Lead list scrubbing
When uploading a lead list, having the option to submit and "scrub" the list against the National Do Not Call List, and then have the list sent back with only the callable individuals.
Salesforce was my previous CRM and they had this option. Would be great if Redtail would implement something similar.
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.15 votes
Prospect Email Blast List - Add "Assigned To" Field to Quick Lists
Please add an "Assigned To" field to Quick Lists so that each individual Advisor can send Email Blasts to their Prospects (Status = Prospect), rather than to the entire firm's prospects. Currently, there is an "Assigned To" field in Opportunities, but no way to carry this field to Quick Lists. Thanks!4 votes
Attach document when creating bulk activity
When creating activity from a tag group, I need to attach a pdf document. Right now, I have to go back to the individual activities after they are created to add the same document to each one. It would be very helpful if there was an option to add the document to the activity during the creation stage.6 votes
Multi Select Move Tool in Redtail Imaging
It would be nice to move multiple folders at once in Imaging instead of clicking each individual folder, waiting for the list to load and then move that one folder. Would cut down a lot of time.6 votes
Restrict permanent deletions of records from the recycling bin to only Admin users.
The recycle bin is vulnerable to having records permanently deleted by all users. This causes a risk to the firm if, in the future, the record is needed for the defense of a complaint or other issues.1 vote
Add Ability to Bulk Re-Categorize Completed Activities
Sometimes your organizational structure changes and would be nice to be able to change Categories and Activity Types in bulk on already completed activities. This way our reports will be more useful. Having to Uncomplete and Recomplete these activities is a pain. Thanks!3 votes
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