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← Customer Feedback for Redtail Technology

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8 results found

  1. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    45 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    It would be great if you could upload your firm's logo so that when you generate a report it has your logo on it.

    Anonymous supported this idea  · 

  2. build a usable insurance report or at least let us customize a report. insurance account fields need help

    42 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    This is an absolute must and if Redtail is interested in being an industry leader- this would go a long way toward that. There really isn't a software out there that helps with this type of reporting.

  3. Opportunities needs to have way more fields

    33 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous shared this idea  · 

  4. Add Revenue to the Opportunities dashboard and reports

    367 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

  5. Opportunity Categories

    64 votes
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    4 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

  6. 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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    Anonymous supported this idea  · 

  7. opportunity filter

    82 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

  8. Opportunities should have at least 3 date fields

    126 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

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