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Chuck Vercellone

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My feedback

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  1. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Chuck Vercellone commented  · 

    Or is this done with an automation? You complete the new client workflow (on-boarding workflow, initial appt workflow - whatever you want to call it) and now you need to start a new account workflow, hourly consult workflow, financial plan workflow - whatever the new client came to you for. It seems to be basic that one workflow may lead into another.

    Chuck Vercellone supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  3. Accounts Information

    57 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  4. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  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  · 

  5. memberships

    138 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  6. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  7. When creating new activity, give users the option to make the "more details page" the default.

    806 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  8. Add Revenue to the Opportunities dashboard and reports

    385 votes
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    43 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  9. Add columns to the Accounts Overview page

    73 votes
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    5 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Chuck Vercellone supported this idea  · 
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