Skip to content

chad centorbi

← Customer Feedback for Redtail Technology

My feedback

6 results found

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

    197 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    20 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    chad centorbi supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    254 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    24 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

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

    925 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    chad centorbi supported this idea  · 

  4. Laserapp - Memberships

    463 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    chad centorbi supported this idea  · 

  5. Add Revenue to the Opportunities dashboard and reports

    382 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    chad centorbi supported this idea  · 
    An error occurred while saving the comment
    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

    1,239 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    chad centorbi supported this idea  · 

Feedback and Knowledge Base

(thinking…)