Jeffrey West

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Create an Activity from the Opportunity Tracker

    272 votes
    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Jeffrey West supported this idea  · 
    An error occurred while saving the comment
    Jeffrey West commented  · 

    I just suggested the same thing

    An error occurred while saving the comment
    Jeffrey West commented  · 

    It would be nice if we could link an Opportunity to a Task/Appointment. The task allows us to keep an ongoing note chain as well as put the "Next Step" on our calendars and assign to others on my team

  2. Account Nickname

    47 votes
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Reviewed  ·  Redtail Development Team responded

    This 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!

    Jeffrey West supported this idea  · 
    Jeffrey West shared this idea  · 

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