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1. memberships

   127 votes

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   4 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Jeanne Berger commented  ·  Jul 25, 2013  ·  Delete…

   My advisor is concerned with the connections I am creating under memberships. The term "Memberships" means something different to her as an advisor. I suggest changing the name "Memberships" to "Connections".

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   Jeanne Berger supported this idea  ·  Jul 25, 2013

2. Create an Activity from the Opportunity Tracker

   262 votes

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   25 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!

   Jeanne Berger supported this idea  ·  May 23, 2013