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Jennifer Steffens

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  1. Customize Email viewing permissions

    488 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jennifer Steffens commented  · 

    We need to be able to see all emails to a contact within the firm, but we do not want ALL emails to be seen by ALL users when clicking under the email (personnel, payroll, etc does not need to be seen globally). This is not currently possible. Major negative to using Redtail email all the way around.

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    Jennifer Steffens commented  · 

    These issues have been going on since 2013 and now its 2019 - is any attention going to be given to this issue??

    Jennifer Steffens supported this idea  · 

  2. It would be very useful to be able to message a team of users

    19 votes
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    1 comment  ·  Redtail Speak » Bulk Actions  ·  Admin →
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    Jennifer Steffens shared this idea  · 

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