Jay Beerley
My feedback
10 results found
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88 votes
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!
Jay Beerley supported this idea ·
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82 votes
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!
An error occurred while saving the comment Jay Beerley supported this idea ·
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21 votes
Jay Beerley supported this idea ·
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98 votes
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!
Jay Beerley supported this idea ·
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23 votes
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!
Jay Beerley supported this idea ·
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7 votes
Jay Beerley supported this idea ·
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3 votes
Jay Beerley shared this idea ·
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119 votes
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 Jay Beerley commented
I definitely think this feature would be very helpful. Linking a workflow to specific account
Jay Beerley supported this idea ·
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26 votes
An error occurred while saving the comment Jay Beerley commented
Amen!!!!!! This is the most annoying thing about the new update
Jay Beerley supported this idea ·
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9 votes
Jay Beerley supported this idea ·
I am trying to format the opportunities section to only show ones designed for me. I know you can manually filter the list, but the data at the top of the opportunities section shows all data for our whole firm. We need that data to just be for me as a user. And we need our filtered list to be saved instead of reset every time if we want to