Craig Pesce

← Customer Feedback for Redtail Technology

My feedback

  1. permissions and roles

    32 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 

  2. user rights

    3 votes
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    0 comments  ·  CRM » Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce shared this idea  · 

  3. Time tracker

    73 votes
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    5 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 

  4. annual review

    36 votes
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    0 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 

  5. Add roles to the main page for a contact

    158 votes
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    10 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 

  6. Adding Additional Roles

    191 votes
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    12 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 

  7. management page

    6 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce shared this idea  · 

  8. Customize Opportunity "Type"

    256 votes
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    24 comments  ·  CRM » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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    Craig Pesce commented  · 

    I agree I would like to be able to separate out opportunities, Financial planning, life insurance etc. as the fields are to generic to just tracking AUM. This makes it difficult to use the opps. report for anything other than investments.

  9. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,150 votes
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    63 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 

  10. Automation templates & recurring workflows

    466 votes
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    14 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 

Feedback and Knowledge Base

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