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Stephen Crabb

← Customer Feedback for Redtail Technology

My feedback

26 results found

  1. Add Revenue to the Opportunities dashboard and reports

    379 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Stephen Crabb commented  · 

    I agree.
    Please add the expanded filters for dates, assigned to, next steps, stage, probability, amount, etc. - not just closed won and closed lost.

    Please add the filter "Projected Revenue" and "Actual Revenue" to the filter list. This allows us to more accurately track insurance and annuity business opportunities.

    This would make the Opportunity Tracker much more effective and useful.

    Stephen Crabb supported this idea  · 

  2. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Stephen Crabb supported this idea  · 

  3. Track Commissions

    91 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb supported this idea  · 

  4. Contact by AUM report

    70 votes
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    7 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Stephen Crabb supported this idea  · 

  5. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Stephen Crabb supported this idea  · 

  6. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb supported this idea  · 

  7. Add more fields under beneficiaries

    489 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb supported this idea  · 

  8. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    100 votes
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    5 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Stephen Crabb supported this idea  · 

  9. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephen Crabb supported this idea  · 

  10. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Stephen Crabb supported this idea  · 

  11. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Stephen Crabb supported this idea  · 

  12. Automatic notification/letter distribution 180 and 90 days prior to a client's 65th birthday in regard to Medicare status.

    128 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Stephen Crabb supported this idea  · 

  13. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Stephen Crabb supported this idea  · 

  14. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Stephen Crabb supported this idea  · 

  15. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Stephen Crabb supported this idea  · 

  16. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Stephen Crabb supported this idea  · 

  17. Make it possible to have an individual be a member of more than one family group.

    189 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Stephen Crabb supported this idea  · 

  18. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb supported this idea  · 

  19. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  20. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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