My feedback

1 result found

1. We would like to be able to customize the columns on opportunity reports (add/delete)

   32 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   4 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   An error occurred while saving the comment
   Abigail commented  ·  Apr 20, 2016  ·  Delete…

   Currently, the categories on the Opportunities page include headers like "Linked Contacts," "Assigned To," "Next Steps," and so on. It would be helpful if we could change what categories are displayed. For example, we don't require the "Linked Contacts" column, but might like to add something like "Projected Revenue." This kind of customization would allow for much broader use of the Opportunities feature, tailored to what a given business needs.

   Save Submitting...
   Abigail supported this idea  ·  Apr 20, 2016