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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
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86 results found

  1. Sort by last name

    When looking at list as a whole hus/wife is separated on reports or screen as it sorts by first name not last.

    3 votes
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    0 comments  ·  Opportunities  ·  Admin →
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  2. 1. Could there be modifications made to the Opportunity details

    • Could stage and the probability field sync or communicate? – meaning by selecting an option from Stage it would then change the % amount in Probability.
    • Could the field currently labeled as Amount be changed to Plan Assets?

    3 votes
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  3. 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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  4. Open opportunities on client contact page

    Adding any open/pending opportunities on the client contact page.

    2 votes
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  5. 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
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  6. 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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