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1. customizing columns in accounts overview

   7 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Brooke Napiwocki supported this idea  ·  September 18, 2020

2. Add Revenue to the Opportunities dashboard and reports

   379 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!

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   Brooke Napiwocki commented  ·  March 30, 2017  ·  Delete…

   This is what we need!!! So many revenues aren't just AUM - hourly planning, retainer, insurance revenue, etc. Projected revenue is more important that the AUM column currently in the main screen within opportunities.

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   Brooke Napiwocki supported this idea  ·  March 30, 2017