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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  1. bulk action

    I would like to be able to, via bulk action, remove the data from an already established account field (such as "Invested - Initial"), and move it to a new account UDF field (in that same account) for every account in our Redtail system. So, in John Doe's account # 12345, the field "Invested - Initial" says $100,000. I want to move that date value ($100,000) to a UDF within that same account #12345. And I want to do it for every account for every client in our RT database. Thank you for your conseideration

    8 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options"

    Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options" - otherwise you have to click on Bulk Actions then search for Notes. Since we always are writing notes to client contact records, this function should be easier whether it is for just one client record or a "tagged" group of them.

    4 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Bulk Change Contact Type

    Please add a bulk action for when to change contact types. I have 152 "associations" that came over from an import that all need to be changed to "individual". It looks like I have to go one by one to change them

    11 votes
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  4. We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

    We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

    9 votes
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    2 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Client since mail merge field for Business Anniversary Cards

    We send clients a business "Anniversary Card" each year during the month they hired us. The mail merge says:

    We wanted to acknowledge Sept 2005 as the month you became our client. Please know we are honored you've put your trust in us the last 14 years and we look forward to many more years working for you.

    Can we get a mail merge field for the number of years from the "Client Since" field? It appears the program is already calculating the number, we just need it to be available in a mail merge.

    This would also be a…

    7 votes
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  6. List Management: Bulk Delete

    It would be very helpful to have bulk actions when managing lists. We are revamping how we do client status, category and source, and having to delete each individual status, category or source is not only tedious but taking an extraordinary amount of time. It would be awesome if we could simply select the ones we want to delete and delete them in a bulk action.

    16 votes
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    3 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 11 votes
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  8. Being able to import contacts ourselves

    Seems like an unnecessary added step to have to send in to Redtail for implementation. Wouldn't it be more efficient to allow the client to import a bulk upload to manage themselves?

    7 votes
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  9. Multiple Attachments to Broadcast Emails

    We should be able to attach multiple files to a broadcast email. Please! Thank you!

    19 votes
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    2 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Removal of Tag Groups(Bulk Options)

    You can add Tag Groups through Bulk Actions, but can not remove Tag Groups using Bulk Actions. It would make sense to have both the addition and removal of Tag Groups a Bulk Action.

    48 votes
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    2 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    Will you make a Bulk Action that allows us to reassign tasks to a User or Team?

    This would allow a manager or advisor to assign an entire workflow or workflows to a specific person.

    I agree that Workflow Templates should be assigned to Teams as is taught in Redtail University. As people come and go from teams, the template can stay the same. However, if this Team Assignment continues, Teams that continue on and reassign tasks to an individual user are forced to reassign each Task individually. This can be quite cumbersome when reassigning longer Workflows or when multiple…

    39 votes
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    1 comment  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Mapping Addresses

    Currently, if you are in a client record, you can click on the client address and "MAP" it. It would be nice to be able to "MAP" multiple addresses at once. If I am travelling out of town to visit clients in the same general area, it would be helpful to be able to map all of the clients at once to determine the best route to take.

    21 votes
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  13. Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep

    As it currently stands, you require the user to clean up the records being combined in order to complete a merge. But this takes just as long as copying and pasting the data from one to the other and deleting the duplicate.

    Instead it would be better if I could view the records selected for merging side-by-side and select the data I wish to keep from each (including all UDFs and notes)

    13 votes
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  14. Mail Merge

    When creating a mail merge for a business it would be helpful to be able to pull the primary contact name as a mail merge field. Example in the heading and salutation sections.

    9 votes
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  15. Bulk Action in Reports

    Need the option to run Bulk Actions when I have results from a report.

    I run the Contacts Not Permissioned report for example and I'd like to assign from the results but I do not have this option, other reports as well should result with the check box to the left like search results

    12 votes
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  16. add mobile phone as a field in mail merge

    add mobile phone number as a field in mail merge.

    56 votes
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  17. Mail Merge - All Fields Available

    This is a CRM holding contact info/account info/calendar dates. Being a CRM, you should be able to generate an appointment letter with the clients date/time of their appointment without having to run an export, then do a mail merge from that, we should be able to just click, appointment letter (or whatever one calls it). So many extra steps for the simple day to day task. ALL FIELDS SHOULD BE AVAILABLE FOR MAIL MERGE

    60 votes
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  18. add a workflow to bulk actions

    Since you don't have triggers for every situation. It would be nice to bulk add workflows to contacts. Adding multiple clients to a tax season workflow let's say. It could either be add workflows in bulk or attach them to multiple clients in bulk.

    133 votes
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    12 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  19. add a future appointment date/time to the mail merge fields

    There is currently no way to merge a future appointment date/time into a letter. This would be really helpful in preparing for the upcoming tax season, as we send out letters after the first of the year to those clients to alert them of an appointment made for them.

    10 votes
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  20. Opportunity Tracker: Bulk Actions

    It would be a great feature to be able to select multiple opportunities via a checkbox next to the open opportunity and then select a Bulk Action after you've selected. Imagine having 21 open opportunities that are all named "schedule appointment". You could select all 21 and select a bulk action email report. Or at least open the feature to select multiple opportunities and then be able to "send to search". Then from the search report be able to select the contact records you'd like in your Bulk Action. I think this feature for opportunities would be a fantastic idea.…

    32 votes
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