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Jeff schalk

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Show the Details of the Actions done on the Timeline

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Jeff schalk supported this idea  · 

  2. Have the Timeline Link Directly to Acitivities

    16 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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  3. Opportunities should have at least 3 date fields

    135 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jeff schalk supported this idea  · 

  4. Retriever and Outlook calendar - link to contact based on email address of invitee

    34 votes
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    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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    Jeff schalk shared this idea  · 

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

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  6. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  7. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jeff schalk supported this idea  · 

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