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← Customer Feedback for Redtail Technology

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7 results found

  1. Opportunities should have at least 3 date fields

    135 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    Please include more than 2 filter options. It seems like many users have requested the same thing since 2015/2016.

    Please add the following enhancements:

    1. The ability to add all of the opportunity details in 1 screen.
    2. Filter/sort by the date the opportunity is created as we track our opportunities on a monthly basis, not from 10 years ago.
    3. Being able to sort the close date by the year, not the month. It is worthless to group every closed opportunity with the January close date from 10 different years. Sure, we can export it into Excel and sort there, but it is very inefficient.
    4. The option to add the referrer's name. The source field is not very helpful to us if we can't track who sends us the business.
    5. Include additional fields in the report. For examples, date created, linked contact, assigned to, description, projected revenue for open opportunities, and actual revenue for close opportunities.
    6. Fix the sorting issues since they do not seem to work.

    When we used Junxure, we relied heavily on the opportunity reports to track our pipeline, but right now we have to track everything manually.

    Anonymous supported this idea  · 

  2. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    Can we add the professional contacts and memberships to the profile form?

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    Anonymous commented  · 

    I agree with the request and all of the additional comments below! Please and thank you!!!!!!!!

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

    782 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    The update created more step when adding an activity. Please bring back the description box!!

    Anonymous supported this idea  · 

  4. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    Please also add the following fields:
    Spouse Primary Email
    Spouse Home Email
    Spouse Other Email
    Spouse Work Email

    This would be a big help to our seminar/event planning process.

  5. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  6. Workflows on Frequency

    79 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  7. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

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