Customize Dashboard
be able to choose from entire database to customize your dashboard. Example: add tabs where it currently has tag groups, keywords, etc to be able to exchange or add options. For example, add professional contacts
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Jessica Hinson commented
Would love to be able to simply rearrange the dashboard. I'd like mobileassistant notes at the top
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Trevor Cobb
commented
Currently, the dashboard has a bar chart along the bottom to show contact by age. If this chart could have toggle option to select the data it shows that would be great. Personally, as we go about Marketing we might target a geography (city, zipcode, etc). Or we might target an industry. Adding a UDF as an option could make this very powerful.
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Andrea
commented
Hi there - it would be really nice to have the ability to customize the dashboard and add some capabilities. Salesforce.com is great at this. The dashboard section could really be leveraged for advisors for a quick glance at everything that is in red-tail. Birthday this month for clients. Also for example it would be nice to see top 20 clients with AUM and rating. The current account summary dashboard would be good to customize the breakdown of categories...breaking out the held away assets.