CRM

Welcome to our official Redtail CRM feedback forum!

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  1. Opportunity Notifications

    We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.

    Thank you!

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

    Please add projected revenue totals at the end of an opportunity report pdf. Even better if you can separate the totals by source.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Link opportunities to the calendar. Particularly link close dates.

    When creating an opportunity, link the close date for the particular opportunity to your calendar. It prevents adding another step and makes using the Opportunity function seamless.
    Anna Dujan

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. 3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Every Opportunity Entered for One Client when click "All"

    When looking at Client Profile, Click Opportunities, Click All... Right now it only shows Year To Date entered opportunities, when for looking at what opportunities I have entered for a client, or quick reference for when a certain piece of business was won, it would be nice to click "All" and it shows "All" not just current year

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

    Have a default setting so you can see ALL of your opportunities when you click on the tab instead of having to toggle through 30 days, 60 days, etc.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Linking Opportunities to Existing Workflows

    If you have a workflow and then want to link an Opportunity to it, you can only see the Workflow title. It's be great to be able to see the contact name when attempting to link an existing workflow to a new Opportunity.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pipeline

    Pipeline dashboard with AUM, Commissions, and Fee Only revenue opportunities with customizable stages. Aslo having the ability to track revenues against recievables.

    2 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tracking Revenue in Opportunities for given time frames

    To be able to put in a date range and track opportunity revenue as pending, won & lost for a given time period, for example 2019 or 2020 and then track the current year. This would be very useful in tracking goals for a year, but the system defaults to the beginning. What is the point in having this number show up if it is not relevant to current goals and current users and cannot track them as such?

    7 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add "Last date updated" to opportunities

    Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. opportunity type visible on main opportunity page

    Valuable to have opportunity "type" visible on the main opportunity page.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Change Default Opportunities Date Filter

    Currently in Opportunities it defaults to 01/01/20 - 12/31/20. I can change the filter to a longer period, but I have to make that change every time I log in. This is particularly annoying around the end of the year when close dates often extend into the next year. I would like the ability to set the default date filter to a different period.

    15 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Opportunities layout

    The pipeline layout of Wealthbox's opportunities (moving the client to the right, in columns) is a more intuitive and sales oriented layout. It would be great to have this as a feature.

    12 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. notifications within opportunities

    Within Opportunities, there should be a Notification button for something to be completed within Opportunities. Right now, I am having to create the Opp, then make an Activity to remind a User to do the next step. It seems redundant. Thanks for your consideration. It would make things more streamlined and efficient.

    31 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Use Linked Contact Name To Populate "Name"

    There was a typo in a last name in one of the rows in the "Name" part of the Opportunities section. I saw and mentioned it when 2 coworkers and I were looking at the Opportunities section and my manager suggested I send you this recommendation: When entering in a person's information to log their status in Opportunities, ask for the Linked Contact first and use that name to fill in the hyperlinked Name section. Thanks!

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. More visibility for Opportunities

    I would like to see Opportunities on my calendar just like any other task. And/or they could be linked to a task. As it is, Opportunities are hidden unless you specifically go deal with the opportunities as a separate process.

    11 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Contact Status Tab in Opportunities

    PLEASE add a contact Status tab (Client, Prospect, Lead, etc.) on the all Opportunity report selection so we can filter and export by Statuses with open opps. Ex. all Clients with open Money Market opportunities.
    OR, add us a report feature in the Custom Reports so that this can be accomplished without having to do a bulk action keyword by each open opp to generate a report. Too much time is being wasted not being able to have this info at our fingertips on the all opportunities page.

    7 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Opportunities Tab for Client and Opportunities for All Clients need to swap locations

    Move Opportunities that is under MORE to the current location for Opportunities (All)

    When on a contact record you want to see all about that Contact not have to Click "More" then scroll down to Opportunities that is buried in the menu

    4 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. opportunity keywords

    Keywords or UDF's for Opportunities would be a super helpful feature for Redtail to add, so that we can pull a list of DST opportunities, or Financial Planning opportunities.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Opportunity location

    while the source field is helpful to perhaps provide a name of the person that referred, a Location would also be helpful. This would be very helpful for those of us that work in a Financial Institution and want to report the dollars closed in a particular branch location or other user defined location.

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