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Stephen Crabb

← Customer Feedback for Redtail Technology

My feedback

19 results found

  1. Add Revenue to the Opportunities dashboard and reports

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

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

  3. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb supported this idea  · 

  4. Add more fields under beneficiaries

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

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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephen Crabb supported this idea  · 

  6. Outcome of one workflow feed into another workflow

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

  7. Make ALL Fields Searchable in the Advanced Search

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

  8. Meeting Agenda's

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

  9. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Stephen Crabb supported this idea  · 

  10. 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  · 

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

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

  12. Customize Personal Profile Form

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

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

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephen Crabb supported this idea  · 

  16. Searching Departments in Business Records

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

    254 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Stephen Crabb supported this idea  · 

  18. 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  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Stephen Crabb supported this idea  · 

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