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William Cunningham

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  1. We would like to be able to customize the columns on opportunity reports (add/delete)

    32 votes
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    4 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    William Cunningham commented  · 

    Custom Opportunities Page

    I see this one of two ways First is being able to choose the columns you want from a list, allowing the page to specific to the advisor's needs. Or allowing the advisors to create the columns for the page. Allowing the advisor to create an Opportunities page that is designed specifically for their practice.

    William Cunningham supported this idea  · 

  2. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    William Cunningham supported this idea  · 

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