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46 votesAnonymous
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103 votes
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Anonymous
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12 votes
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177 votes
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Anonymous
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36 votes
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135 votes
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411 votes
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83 votes
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Anonymous
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542 votes
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An error occurred while saving the comment Anonymous
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77 votes
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Anonymous
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383 votes
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76 votes
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251 votes
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Anonymous
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45 votes
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346 votes
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149 votes
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Anonymous
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67 votes
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Anonymous
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132 votes
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Anonymous
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An error occurred while saving the comment Anonymous
commented
Please add additional date fields for Open Date and Estimated Close Date...in addition to the Close Date field. It would also be nice to see the last activity date and next activity date.
If you had separate fields for estimated close date and actual close date, you could use the actual close date filed to show that an opportunity is closed...instead of using the stage field where you have to select "Closed Lost" or "Closed Won". Doing this would allow users to have custom stages that would show as closed.
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174 votes
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Anonymous
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101 votes
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Anonymous
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Please enhance Mail Merge! We need the ability to utilize functions available in Word (such as If...Then...Else) without running a custom export and by passing the Mail Merge function in Redtail.