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Dale Ringerwole

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8 results found

  1. Add documents to workflows!

    140 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Dale Ringerwole supported this idea  · 

  2. Imbedding Documents/Files into Workflow Tasks

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Dale Ringerwole supported this idea  · 

  3. link documents to workflow tasks

    38 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Dale Ringerwole supported this idea  · 

  4. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dale Ringerwole supported this idea  · 

  5. Link documents to workflows

    19 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Dale Ringerwole supported this idea  · 
    An error occurred while saving the comment
    Dale Ringerwole commented  · 

    I agree - This would be a gerat addition. We can link documents to Activities, why not have the same feature for Tasks in a workflow?

  6. Sort Opportunities

    21 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Dale Ringerwole shared this idea  · 

  7. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Dale Ringerwole supported this idea  · 

  8. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Dale Ringerwole commented  · 

    We use the opportunity tracker. However, you cannot sort by projected revenue, but you can sort by amount.
    It seems that it would make more sense to be able to sort by revenue as well. After all, that's where the rubber meets the road, and it would allow you to also include items such as insurance commissions, etc.

    Dale Ringerwole supported this idea  · 

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