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Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Make Albridge downloads more detailed; they are too basic.

    37 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous shared this idea  · 

  2. Opportunity Categories

    64 votes
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    4 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    It would be great if you could create a Line of Business field for us to segment by line, e.g., annuity, managed account, life insurance, etc.

    Anonymous supported this idea  · 

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