Chuck Vercellone

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  1. 31 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  2. 359 votes
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    43 comments  ·  Redtail CRM » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Any movement here? This has been noted as planned now for over 2 years!

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    Chuck Vercellone commented  · 

    I reached out to Companion Link regarding this issue again - they sync with a number of CRM's - some web based (see my earlier comment below). Here is the email and reply, hopefully this gets some traction.

    Wayland Bruns <wayland@companionlink.com>
    1:10 PM (20 hours ago)

    to me
    Thank you for asking about this.

    We have a number of paid projects that have taken priority. We would like to engage Redtail in a development project. Our concern right now is ROI on the resources needed to do the project.

    I'll send a letter to Mario today to see where they are with this.

    Wayland

    Wayland Bruns, CEO/CTO
    CompanionLink Software, Inc.
    811 SW Naito Parkway, Suite 600
    Portland, OR 97204
    (503)243-3400

    Subject: Redtail
    Is there any movement on an integration with redtail?

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    Chuck Vercellone commented  · 

    Is there any update to this issue? Last one was Feb 2014 and noted as planned.

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    Chuck Vercellone commented  · 

    Quick update to my previous post - I received the following email from CompanionLink regarding this issue:

    Hi,
    Thank you for writing to us. We are working with Redtail to figure out a way to do direct sync with smartphones and tablets. We should have a solution by August. Please follow/like us on Twitter and Facebook for the latest updates. We will announce it there first.

    Thanks for your suggestion!
    Rushang Shah
    Director of Marketing
    CompanionLink Software, Inc.

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    Chuck Vercellone commented  · 

    I use Companion Link to sync from Outlook to my smartphone. Companion Link works with Salesforce and Sugar CRM, I believe these are both web based CRMs. If they can sync with those (and Redtail can sync with ical) perhaps an integration with them should be investigated.

    These are the CRM's they already work with:
    Sync Outlook
    Sync Act!
    Sync Palm Desktop
    Sync Lotus Notes
    Sync GroupWise
    Sync GoldMine
    Sync Time & Chaos
    Sync Highrise
    Sync Zoho CRM
    Sync Salesforce
    Sync SugarCRM

  3. 72 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    This would be fixed by being able to see the memberships/relationships on the main page.

    Chuck Vercellone supported this idea  · 
  4. 101 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  5. 101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  6. 138 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 243 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  8. 744 votes
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    64 comments  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 862 votes
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    20 comments  ·  Redtail CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
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    Chuck Vercellone commented  · 

    When adding new contacts, it would be helpful to enter all information from one screen. As it is designed now, we have to create the contacts and can only enter a handful of information, save the contact, then open the contact to enter the additional information. Too many steps.

  10. 349 votes
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    41 comments  ·  Redtail CRM » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  11. 93 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  12. 65 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  13. 72 votes
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    10 comments  ·  Redtail CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →

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