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Stephen Crabb

← Customer Feedback for Redtail Technology

My feedback

16 results found

  1. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    43 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. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb supported this idea  · 

  3. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb supported this idea  · 

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephen Crabb supported this idea  · 

  5. Outcome of one workflow feed into another workflow

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

  6. Make ALL Fields Searchable in the Advanced Search

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

  7. Meeting Agenda's

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

  8. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Stephen Crabb supported this idea  · 

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

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

  10. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  12. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephen Crabb supported this idea  · 

  13. Searching Departments in Business Records

    189 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  14. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Stephen Crabb supported this idea  · 

  15. Beneficiary Report

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

  16. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Stephen Crabb supported this idea  · 

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