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1. Permission Folders

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   35 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   
   

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   Tina Stafstrom commented  ·  Aug 18, 2015  ·  Delete…

   Yes we feel it's critical to have viewing permissions. Perhaps it could be integrated into a library for each rep. Then only the rep (and his team) could upload and view his library of client folders. Without it at this time the documents are more private in the CRM, though it may not be compliant for a back-up.

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   Tina Stafstrom supported this idea  ·  Aug 18, 2015