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3 results found

1. Add Revenue to the Opportunities dashboard and reports

   382 votes

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   42 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!

   Jeff Sondhelm supported this idea  ·  Nov 2, 2015

2. Account Risk Tolerance and Time Horizon Fields

   292 votes

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   23 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!

   Jeff Sondhelm supported this idea  ·  Nov 2, 2015

3. Albridge Feed Missing Company Name and Registration Type

   184 votes

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   19 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

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

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   Jeff Sondhelm commented  ·  Feb 5, 2013  ·  Delete…

   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

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   Jeff Sondhelm supported this idea  ·  Feb 5, 2013