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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  1. in opportunity, show contact info when hovering over their linked name

    When on an individual opportunity allow the client's contact info to pop up when you hover over the name. Just like in an activity.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Opportunities as an Automation Trigger Event

    Adding Opportunities as an Automation Trigger Event would be helpful with developing and automating marketing campaigns as well as communication with support staff.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Would like to be able to assign to multiple users or teams

    It would be helpful to be able to assign the opportunities to teams or multiple users especially when attaching workflows.

    2 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. 6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. opportunities

    Be able to customize which headers and totals we want. I would like to be able to see potential revenue and also the fee we are charging.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Opportunities Display

    Would like to be able to customize the size of the description box that is displayed in the main opportunities screen.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Opportunities PDF

    When Printing out the opportunities PDF would like for it to appear on the pdf the way that it does in redtail.

    8 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Notify users that an opportunity has been added

    When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.

    29 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Opportunities needs to have way more fields

    Opportunities should include a field for "Product Type" as well as revenue for each product type as well as "Amount" for "Producty Type". If I want to track annuities and investments I do that in deposits and also revenue. If I want to track insurance I'll do that in terms of premium and also revenue. There is no way to do this presently. We should also be able to report based on Service Advisor and Writing Advisor as well as lead source etc.

    If I want to know who is referring me the most insurance and which sales person is…

    13 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Closed opportunity (won/lost) should show up in notes.

    i.e. shown in notes on date of action.

    "Closed - Won Opportunity click here to go to opportunity."

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Search bar

    Opportunities and Workflows need a search bar.

    8 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. recurring opportunity

    Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.

    10 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Opportunities should have at least 3 date fields

    Opportunities should have at least 3 date fields to more easily monitor, work on, filter, do reporting, etc. There should be a Start Date, Next Follow Up Date, and Closed Date. And the Next Follow Up date should generate a calendar reminder.

    28 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add phone number to opportunity

    Add a place to enter a prospect phone number to opportunity

    10 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create Name Templates for Opportunities so all members of organization are using consistent language

    Team members are using different names for opportunities. By using templates we can use consistent language.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add option in Opportunity filtering to save a date range.

    Add option in Opportunity filtering for a saved Start/End date range that doesn't change.

    I am tracking several opportunities, some for more than 2+ years. With a new year changing, I can now only view Opportunities with a close date in 2019. Why should I have to apply a filter to those that are from last year, every time I want to look at them? If they are still Active, I should be able to see them without having to take time applying a filter every time.

    26 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. opportunity report- need to include all data that is in the opportunity page in the report, currently missing the start date

    need to include all data that is in the opportunity page in the report, currently missing the start date

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Opportunities option for Recurring Revenue on the Opportunities in a contact record

    It would be nice to be able to track Recurring Revenue and have it display on the opportunity page similar to how closed or won amount would be.

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. We would like to be able to customize the columns on opportunity reports (add/delete)

    Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)

    20 votes
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    3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. 8 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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