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Karin Rittenhouse

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

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Karin Rittenhouse shared this idea  · 

  2. Customized Reports exported to PDF

    57 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Karin Rittenhouse supported this idea  · 

  3. Eliminate automatic business contact and automatic owner contact

    35 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Karin Rittenhouse shared this idea  · 

  4. Portfolio Reporting

    294 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    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  · 
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    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!

  5. Block viewing rights to individual investment accounts within a particular client's account.

    3 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Karin Rittenhouse commented  · 

    It would be helpful if one could restrict which user can see a client account. Our employees should all be able to see client records but we don't necessarily want them to see all client's accounts if at all possible.

    Karin Rittenhouse supported this idea  · 

  6. Customize Opportunity "Type"

    338 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Karin Rittenhouse supported this idea  · 

  7. Add Revenue to the Opportunities dashboard and reports

    367 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Karin Rittenhouse supported this idea  · 

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