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Carin Dixon

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. We would like to be able to customize the columns on opportunity reports (add/delete)

    32 votes
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    4 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Carin Dixon commented  · 

    I agree. We would like to be able to add a column on the landing page to show Projected Revenue for each opportunity in addition to the aggregate number at the top.

  2. 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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    Carin Dixon 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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    Carin Dixon supported this idea  · 

  4. Expand Automation Options

    151 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carin Dixon supported this idea  · 
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    Carin Dixon commented  · 

    Two things I would like to see automated: 1) We have created a "Client Review" workflow and set it to automatically launch when it is scheduled on the calendar. There are certain tasks that are assigned to only me. The rest of the tasks need to be assigned to the servicing advisor. I have to go into the WF each time it is launched and assign each task. I would like to be able to default all of the unassigned tasks automatically to the servicing advisor. 2) In addition, many times we have more than one advisor that should be assigned to a task; currently, I can only choose one advisor. For example, very often more than one advisor meets with a client, but I can only assign that task to one advisor. Bottom line: I need to have the ability to assign multiple advisors to one task.

  5. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carin Dixon supported this idea  · 

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