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Debbie Morrow

← Customer Feedback for Redtail Technology

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  1. Please add security levels definable by user, such as only an admin user can alter index listsor

    107 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Debbie Morrow supported this idea  · 

  2. Permission Folders

    466 votes
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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Debbie Morrow supported this idea  · 
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    Debbie Morrow commented  · 

    Individual reps sign in under our master database and see only their OWN client/prospect records through RedTail’s new “Viewing Permissions” feature. However, currently RedTail IMAGING allows ALL reps & users to access ALL IMAGE folders regardless of whether they have access to that record or NOT through the “Viewing Permissions” feature. We’d like to see the Imaging Folders aligned so that each rep has access to only the imaged folders that pertain to their own clients/prospects.

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