Anonymous
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95 results found
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183 votes
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36 votes
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414 votes
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86 votes
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Anonymous
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542 votes
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An error occurred while saving the comment Anonymous
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79 votes
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Anonymous
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386 votes
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Anonymous
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79 votes
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Anonymous
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251 votes
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346 votes
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149 votes
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67 votes
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135 votes
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Anonymous
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An error occurred while saving the comment Anonymous
commented
Please add additional date fields for Open Date and Estimated Close Date...in addition to the Close Date field. It would also be nice to see the last activity date and next activity date.
If you had separate fields for estimated close date and actual close date, you could use the actual close date filed to show that an opportunity is closed...instead of using the stage field where you have to select "Closed Lost" or "Closed Won". Doing this would allow users to have custom stages that would show as closed.
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174 votes
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Anonymous
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101 votes
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Anonymous
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262 votes
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Anonymous
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1,371 votes
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An error occurred while saving the comment Anonymous
commented
It would be nice to see all connections/relationships listed under the membership section. For example, if you add a spouse and children under the household, they would show up under membership along with any adult children you add. Also, if you add someone under the Professional Contact section, it would show up under memberships as well. That would give you one place to see all relationships...instead of the multiple places you have to look currently.
Would be nice if this also worked for the employment fields. If you add a business under employment, it would also show up under membership. It would be nice if the Employer field (which currently shows under membership) would also show under Employment.
Anonymous
supported this idea
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328 votes
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Anonymous
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376 votes
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Anonymous
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146 votes
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Please enhance Mail Merge! We need the ability to utilize functions available in Word (such as If...Then...Else) without running a custom export and by passing the Mail Merge function in Redtail.