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4 results found

1. Add Revenue to the Opportunities dashboard and reports

   382 votes

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   43 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Gray commented  ·  Sep 28, 2015  ·  Delete…

   Yes, do this!

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   Gray supported this idea  ·  Sep 28, 2015

2. Billable Time Tracking

   385 votes

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   43 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Gray commented  ·  Nov 10, 2013  ·  Delete…

   This would be very helpful. Please address!

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3. RMD Value & Information section

   1,985 votes

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   98 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Gray commented  ·  Mar 15, 2012  ·  Delete…

   YES!

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4. Add columns to the Accounts Overview page

   73 votes

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   5 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Gray supported this idea  ·  Mar 15, 2012