Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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43 results found
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Enable ability to filter the data included in Charts on Today's Overview
Create the ability to check on/off the data to be included for viewing in the Contacts by Status, Category, Accounts, and Opportunities charts. Also have the system save whatever criteria was last set, until changed. Doing so would make these charts reflective of data that's actually meaningful, rather than just everything that's in the CRM database (some of which may be old and irrelevant currently).
44 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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Alert triggers for price levels of stocks in my Market watch list
Alert triggers for price levels of stocks in my Market watch list
7 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 a "price Change" and "% change" to the Market Watch columns.
add a "price Change" and "% change" to the Market Watch columns.
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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