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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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43 results found

  1. Enable ability to filter the data included in Charts on Today's Overview

    Create the ability to check on/off the data to be included for viewing in the Contacts by Status, Category, Accounts, and Opportunities charts. Also have the system save whatever criteria was last set, until changed. Doing so would make these charts reflective of data that's actually meaningful, rather than just everything that's in the CRM database (some of which may be old and irrelevant currently).

    44 votes
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    5 comments  ·  Today's Overview  ·  Admin →
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  2. Alert triggers for price levels of stocks in my Market watch list

    Alert triggers for price levels of stocks in my Market watch list

    7 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  3. add a "price Change" and "% change" to the Market Watch columns.

    add a "price Change" and "% change" to the Market Watch columns.

    10 votes
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