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Chuck Vercellone

← Customer Feedback for Redtail Technology

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86 results found

  1. 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  · 

  2. memberships

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

  3. 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  · 

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

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

  5. Add Revenue to the Opportunities dashboard and reports

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

  6. 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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