Karin Rittenhouse

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Karin Rittenhouse shared this idea  · 

  2. Customized Reports exported to PDF

    61 votes
    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Karin Rittenhouse supported this idea  · 

  3. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Karin Rittenhouse commented  · 

    We desperately need good looking PDF reports for insurance that includes Name, insurance company name, Coverage Amount, Premium, Effective date, BENEFICIARIES!
    The custom exports to Excel just are not good enough.

    Karin Rittenhouse supported this idea  · 
    An error occurred while saving the comment
    Karin Rittenhouse commented  · 

    Desperately need a report that shows ALL the important fields of an account in the same report: client name, account company, account number, value, premium, effective date, beneficiaries!
    We have to do custom export but think we should be able to get a nice PDF report with all these fields. Please consider this seriously!

  4. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Karin Rittenhouse supported this idea  · 

Feedback and Knowledge Base

(thinking…)