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3 results found

1. Sorting of "Activities"

   182 votes

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   14 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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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   Anonymous commented  ·  July 06, 2016  ·  Delete…

   Agreed!! This is a must fix.

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   Anonymous supported this idea  ·  July 06, 2016

2. I need additional Mail Merge Fields

   542 votes

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   78 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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!

   Anonymous supported this idea  ·  June 15, 2016

3. Add Revenue to the Opportunities dashboard and reports

   379 votes

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   42 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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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   Anonymous commented  ·  June 15, 2016  ·  Delete…

   A report that calculates expected revenue for each opportunity (Potential Revenue x Probability = Expected Revenue), and then aggregates Expected Revenue for all opportunities, which would be very helpful for budgeting and cash flow management purposes. As it is, there is little use in entering probabilities because it is not leveraged in any report.

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   Anonymous supported this idea  ·  June 15, 2016