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Jen

← Customer Feedback for Redtail Technology

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9 results found

  1. Opportunities on RT Calendar

    66 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jen supported this idea  · 
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    Jen commented  · 

    After adding a potential target date for an opportunity, it should flow into the calendar of whomever it is assigned to.

  2. Option to sync Opportunity Close Date and Target Date/Steps of Workflows

    17 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  3. Notify users that an opportunity has been added

    58 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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  4. Opportunities needs to have way more fields

    33 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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  5. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    26 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  6. Connect Activities & Notes to an Opportunity

    63 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  7. Contact Record Opportunities

    60 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  8. Withdrawal Option

    17 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  9. Add ability to customize withdrawal information under payments

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jen supported this idea  · 

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