Rose
My feedback
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593 votes
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Rose
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1,345 votes
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Rose
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246 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Rose
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251 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Rose
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379 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Rose
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344 votes
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An error occurred while saving the comment Rose
commented
This is a REALLY important feature for us as we grow - we are starting to have quite a few different kinds of business in process, and we need to be able to quickly run reports on, for example, Annuity Opportunities in progress vs. Life Insurance Opportunities, etc. Is this something that is being worked on? It would be nice to have a "Type" field that is customizable, like the Stage field is....
Rose
supported this idea
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Yes please! And also add a way to filter by date! Having a list of hundreds of Opportunities takes ages to load and is terribly cumbersome at best! Even just the ability to pull up, for example, This Year, Last Year, YTD, First Quarter, Second Quarter, etc. would be a great improvement if you can't do a custom date range search. We still also need a way to limit permissions so not everyone can see everyone else's Opportunities, and MOST importantly, we need to have at least one custom field for this section - we need a drop-down list where we can set account type for the Opportunity - such as "Insurance," "Annuity," "Investment," etc., and maybe another field as well to define the carrier that is used.... Major improvements are needed in this section, which is incredibly important to all businesses I would think, and I can't believe it still hasn't been addressed yet....