Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.
Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.
Todd Adams
shared this idea
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Jesse Fullan commented
Yes! This would be huge. I worked with Salesforce before, and the ability to deeply customize dashboards for different team members was ESSENTIAL to our success. Sales reps had a customized overview of their clientele, Leadership had customized views of the organization and sales pipeline, administrative staff had detailed looks at outstanding tasks and bottlenecks for our org... this is a key CRM feature that's missing in Redtail. I will have to figure out a workaround for this in order to help our company stay on top of things and give our clients a good experience.