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Jeff Sondhelm

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3 results found

  1. Add Revenue to the Opportunities dashboard and reports

    379 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jeff Sondhelm supported this idea  · 

  2. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jeff Sondhelm supported this idea  · 

  3. Albridge Feed Missing Company Name and Registration Type

    169 votes
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    16 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jeff Sondhelm commented  · 

    Same with TD Ameritrade. That the data does not people the same field in redtail prohibits us from using all report in redtail which rely on that info. Which is most reports..

    IE Accounts by Rep report yields all accounts rather than those grouped by rep number

    Jeff Sondhelm supported this idea  · 

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