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Jesse Fullan

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Show Linked Contact in Calendar view versus saying "2 Contacts"

    129 votes
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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jesse Fullan supported this idea  · 

  2. Add documents to workflows!

    143 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jesse Fullan supported this idea  · 
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    Jesse Fullan commented  · 

    This is critical for us. We are considering switching to Wealthbox because of issues like this. We are trying to streamline things in our office - the idea of Workflows is perfect for this, but missing features like this are making it harder, not easier.

  3. Doc viewer within the CRM Doc Storage Page

    27 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Jesse Fullan supported this idea  · 

  4. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

    10 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jesse Fullan commented  · 

    Yes! This would be huge. I worked with Salesforce before, and the ability to deeply customize dashboards for different team members was ESSENTIAL to our success. Sales reps had a customized overview of their clientele, Leadership had customized views of the organization and sales pipeline, administrative staff had detailed looks at outstanding tasks and bottlenecks for our org... this is a key CRM feature that's missing in Redtail. I will have to figure out a workaround for this in order to help our company stay on top of things and give our clients a good experience.

    Jesse Fullan supported this idea  · 

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