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

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   4 comments  ·  Redtail CRM » Opportunities  ·  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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   William Cunningham commented  ·  Dec 11, 2018  ·  Delete…

   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.

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   William Cunningham supported this idea  ·  Dec 11, 2018