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Russ Blahetka

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My feedback

3 results found

  1. Outcome of one workflow feed into another workflow

    485 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Russ Blahetka supported this idea  · 

  2. Enable ability to filter the data included in Charts on Today's Overview

    44 votes
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    5 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Russ Blahetka commented  · 

    It would be nice to have the ability to change the order of the pie charts displayed (or even have the ability to change which ones are displayed) on the OTW dashboard. For example, contacts by source, status and category is not as important to me as Account by Type and opportunities.

    Russ Blahetka supported this idea  · 

  3. Include Trusts in the Family Portfolio Value

    248 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Russ Blahetka supported this idea  · 

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