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Kurtis Anderson

← Customer Feedback for Redtail Technology

My feedback

7 results found

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

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Kurtis Anderson supported this idea  · 

  2. Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities

    3 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kurtis Anderson supported this idea  · 
    Kurtis Anderson shared this idea  · 

  3. Sort Opportunities by Creation Date

    13 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kurtis Anderson commented  · 

    My work around for this is to put the date first in the opportunity name.

    i.e. "01/28/2025: Investment Opportunity with John Smith."

    Then you can sort by name, which then sorts by newest or oldest opportunity.

  4. Contacts default view

    3 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Kurtis Anderson shared this idea  · 

  5. Sort Columns in Account View

    18 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Kurtis Anderson supported this idea  · 

  6. Sort Accounts & Assets by Balance

    12 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. On the contact search results page make the columns sort-able.

    104 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kurtis Anderson supported this idea  · 

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