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1. SharePoint Integration

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Ken shared this idea  ·  Feb 18, 2021

2. filter dates in activities should allow +- 30 or 60 days

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   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!

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   Ken commented  ·  Feb 1, 2021  ·  Delete…

   We would love to see Past Due and 90 Days or Full Year! I would rather be able to see Everything than only the next 30 days!

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   Ken supported this idea  ·  Feb 1, 2021

3. Add Revenue to the Opportunities dashboard and reports

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   42 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Ken supported this idea  ·  Aug 29, 2012