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45 results found
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1 voteWill shared this idea ·
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7 votesWill shared this idea ·
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21 votes
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1 voteWill shared this idea ·
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6 votesWill supported this idea ·
An error occurred while saving the comment Will commentedYes! Or add a function such as notes per user per year or per quarter. Having it be all-time is not very helpful when staff joined the team at various times.
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13 votes
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9 votes
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An error occurred while saving the comment Will commentedYes, we need this!
Will supported this idea ·An error occurred while saving the comment Will commentedJust turning up the volume on this suggestion!
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97 votes
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!
Will supported this idea ·An error occurred while saving the comment Will commentedNow that the Securities & Exchange Commission is moving forward with requiring "Form CRS Relationship Summary" reports, please generate one or more templates for this!
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110 votes
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9 votes
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53 votes
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101 votes
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An error occurred while saving the comment Will commentedYes, please allow us to identify a status as Closed or Open. Example: we don't want to muddy up the Active/Closed stats with opportunities from previous years... so we want to have "Closed Won - 2016" as a status. That is obviously a Closed status, but we need a function in RedTail to mark it that way... otherwise they show up as Active!
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19 votes
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93 votes
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28 votes
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An error occurred while saving the comment Will commentedYes please!
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132 votes
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41 votes
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15 votes
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48 votes
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344 votes
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An error occurred while saving the comment Will commentedOpportunity Type (Editing Types).
We have multiple channels of service - Advisory, Investment Only, Planning & Consultation. Please enable us to either edit the "Type" category or add a new custom category for "Opportunity Type" so that we can track these opportunities separately. Example: a Planning & Consultation opportunity that we Close at $50k is $50k in revenue, while an Advisory client we close at $50k is more like $500 in revenue... big difference!Will supported this idea ·
Turning up the volume on this. I need this for the Custom Exports feature so that we can include the client State in the right Custom Export without having the whole address. Please add!!