Redtail CRM
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86 results found
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Opportunity Permissions for Non-Admins
For non-admins, remove the ability to assign a permission at the creation of an opportunity. We've had users permission themselves at creation and because they're not an admin, they don't have the ability to adjust or see any permission on that particular opportunity. At the creation of opportunity a permission ability for non-admins creates a situation, if they only select themselves, where it can't be adjusted or seen by other users.
3 votes -
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 -
"Closing Next" Opportunity Not Showing 'Past Due'
For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.
3 votesThe 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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Open opportunities on client contact page
Adding any open/pending opportunities on the client contact page.
2 votes -
Separate column for Opportunities Client vs Other Contacts
In the Opportunities Layout have the contacts have the client in underwriting separate from other contacts such as underwriters, attorney, etc. Because even when I hover over the contacts link, I have to click on it. It doesn't show who the opportunity is for.
On another note... Have the option to create your own drop down of what the status is in the opportunity. "won or Lost' is not enough and really only applies to the final status.
Documents is not linked to client, so I have to reupload it again under client file.
Cannot link Pending Account to Opportunity…
1 vote -
Bulk Actions - Add an Oppty to multiple contacts
The ability to add an Opportunity to multiple contacts at one time using the Bulk Actions feature would be very handy
1 vote
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