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robert williams

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. UDFs should be able to be used in the advanced search feature.

    426 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    robert williams commented  · 

    I like using QuickLists, but the criteria for creating one is limited. It would be very helpful if you expanded that search ability to any and all (including custom) fields, so we can better use our database.

    robert williams supported this idea  · 

  2. need all fields available to select from for custom reporting

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    robert williams supported this idea  · 

  3. I need additional Mail Merge Fields

    545 votes
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    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    robert williams supported this idea  · 

  4. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    robert williams supported this idea  · 

  5. Create an Activity from the Opportunity Tracker

    272 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    robert williams supported this idea  · 

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