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
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Jeff schalk supported this idea  · 

  2. Have the Timeline Link Directly to Acitivities

    16 votes
    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?

  3. Opportunities should have at least 3 date fields

    138 votes
    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Jeff schalk supported this idea  · 

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

    34 votes
    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
    How important is this to you?
    Jeff schalk shared this idea  · 

  5. 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?

  6. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  7. Add Revenue to the Opportunities dashboard and reports

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

Feedback and Knowledge Base

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