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Chuck Vercellone

← Customer Feedback for Redtail Technology

My feedback

88 results found

  1. Allow Tasks to be moved between workflow Steps

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

  2. Accounts Information

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

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

    82 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  · 

  4. memberships

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

  5. 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  · 

  6. 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  · 

  7. 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  · 

  8. 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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