Anonymous
My feedback
11 results found
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132 votes
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An error occurred while saving the comment Anonymous supported this idea · -
462 votes
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An error occurred while saving the comment Anonymous commentedCan we add the professional contacts and memberships to the profile form?
An error occurred while saving the comment Anonymous commentedI agree with the request and all of the additional comments below! Please and thank you!!!!!!!!
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765 votes
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An error occurred while saving the comment Anonymous commentedThe update created more step when adding an activity. Please bring back the description box!!
Anonymous supported this idea · -
3 votes
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Anonymous shared this idea · -
10 votes
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Anonymous supported this idea · -
235 votes
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Anonymous supported this idea · -
910 votes
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An error occurred while saving the comment Anonymous commentedPlease also add the following fields:
Spouse Primary Email
Spouse Home Email
Spouse Other Email
Spouse Work EmailThis would be a big help to our seminar/event planning process.
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146 votes
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77 votes
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!
Anonymous supported this idea · -
344 votes
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An error occurred while saving the comment Anonymous commented1. Please allow more than 2 opportunity types. Custom options would be great!
2. Please allow custom export.
3. Please allow the "Referred By" option
4. Please allow the report to show the "Date Created"
5. Please stop rerouting back to the Today's Overview Opportunities after I open and update an opportunity within the contact record.Anonymous supported this idea · -
529 votes
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Anonymous supported this idea ·
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.