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Cherie Knutson

← Customer Feedback for Redtail Technology

My feedback

23 results found

  1. Add an "enable reminder" feature for ALL dates

    59 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Cherie Knutson supported this idea  · 

  2. Account Renewal Reminder Date - Auto Renew Feature

    53 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Cherie Knutson supported this idea  · 

  3. Enable/Disable Birthday Reminder

    48 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Cherie Knutson supported this idea  · 

  4. Renewal Calendar Reminder

    60 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Cherie Knutson supported this idea  · 

  5. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  6. Add Opportunity Notes to Linked Contacts

    149 votes
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    11 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  7. add opportunity tracking to seminar management

    29 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  8. Duplicate Oppurtunities

    23 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  9. Linked Notes in Opportunities

    49 votes
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    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  10. Opportunities should have at least 3 date fields

    132 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  11. Opportunities needs to have way more fields

    33 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  12. opportunity archive

    16 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  13. opportunity filter

    88 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  14. Contact Record Opportunities

    60 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  15. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  16. Source from Opportunity should link to Source on Contact Record

    28 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  17. Add a fee % field in an opportunity to calculate the expected revenue

    10 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  18. Opportunities Icon on Client Profile

    20 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  19. opportunity most recent

    9 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 

  20. Opportunities layout

    33 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Cherie Knutson supported this idea  · 
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