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Regina Franz

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Edit 'Outcomes' in Workflows tool

    157 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Regina Franz supported this idea  · 

  2. Opportunities should have at least 3 date fields

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

    I would also like to see the TYPE field allow to customize. It's not only Existing or New Business. In some cases we are 'Enhancing the Relationship' or to give more detail on the type of business, it would be nice to add: "Additional Business to Existing Business." Thank you.

  3. complete activities from calendar view

    110 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Regina Franz supported this idea  · 

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