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chad centorbi

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    chad centorbi supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    254 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. 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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    chad centorbi supported this idea  · 

  4. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    chad centorbi supported this idea  · 

  5. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    chad centorbi supported this idea  · 
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    chad centorbi commented  · 

    I think this would be a major benefit to all user. I know it would take quite a bit of work. I think what would be a giant step forward would be to allow us to add additional types to the opportunities or Just allow a few UDF to the opportunities. I current use a spreadsheet that I export the data from redtail and then run a few macros for my forecasting of revenue. It isnt perfect but serves the purpose till this functionality is available. If we had the UDF in opportunities and would allow us custom types this would be a major benefit.

    The big one i am hoping comes soon is the additional opportunity types.

  6. Option to automatically rollover activity

    1,251 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    chad centorbi supported this idea  · 

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