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Jeff schalk

← Customer Feedback for Redtail Technology

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11 results found

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

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

  2. Timeline

    101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeff schalk supported this idea  · 

  3. Have the Timeline Link Directly to Acitivities

    16 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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  4. Assigning multiple advisers or Team to an Opportunity

    79 votes
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    6 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jeff schalk commented  · 

    We have a need to tie 2 Advisors to an opportunity. Currently there is no way to to add Advisor #1 and Advisor #2 to an opportunity. Thus it is only assigned to 1 advisor and the other cannot easily pull that opportunity into their view of what opportunities they re involved.

    IF this cannot be done, can you ad a User Defined field to opportunities that can be sorted and included in opportunity reports.

    Jeff schalk shared this idea  · 

  5. Opportunities should have at least 3 date fields

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

  6. 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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  7. need all fields available to select from for custom reporting

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

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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  9. Contact by duplicate name report should consider middle name & suffix

    34 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jeff schalk commented  · 

    the screen when you select the duplicate contact report shows the middle initial. However the PDF or XLS files when exported does not contain the middle initial. This is many cases the only item that separates the contacts as unique.

    Jeff schalk supported this idea  · 

  10. Allow for updating next step and close date in the Opportunity List view

    26 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jeff schalk supported this idea  · 

  11. Add Revenue to the Opportunities dashboard and reports

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

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