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1. Customize Dashboard

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   3 comments  ·  Redtail CRM » Contact Record  ·  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!

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   Trevor Cobb commented  ·  Sep 28, 2021  ·  Delete…

   Currently, the dashboard has a bar chart along the bottom to show contact by age. If this chart could have toggle option to select the data it shows that would be great. Personally, as we go about Marketing we might target a geography (city, zipcode, etc). Or we might target an industry. Adding a UDF as an option could make this very powerful.

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   Trevor Cobb supported this idea  ·  Sep 28, 2021