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4 results found

1. Show the Details of the Actions done on the Timeline

   249 votes

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   14 comments  ·  Redtail CRM » Timeline  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Greg Finke supported this idea  ·  Oct 30, 2015

2. Add Opportunity Notes to Linked Contacts

   149 votes

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   12 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Greg Finke supported this idea  ·  Oct 30, 2015

3. Link email to notes/activities

   650 votes

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   25 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Greg Finke supported this idea  ·  Oct 30, 2015

4. Add Revenue to the Opportunities dashboard and reports

   382 votes

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   42 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Greg Finke commented  ·  Oct 17, 2013  ·  Delete…

   I would suggest that you be able to see when an opportunity started as well. I'd like to run report each week that shows what new opportunities were added in the week as well as what activities closed that week.

   Would also like the notes from the opportunities to go to the attached contacts as well.

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   Greg Finke supported this idea  ·  Oct 17, 2013