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Rita Dillow

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  1. User Rights - Edit Contact Records

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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rita Dillow commented  · 

    I believe User Rights should be limited to a few who manage the system. This has been one of the number one issues with our firm. This process is supposed to be a controlled process to ensure updates are made in all areas. Those that do not pay attention to this controlled process are making changes, but not communicating this or updating in all areas. So as a result, there is major confusion as to what information is the correct updated information for this client. PLEASE put controls in place!! This will make those of us who are maintaining the data base so happy. And the bonus is the information will be correct! Thank you. Rita Dillow, Ehlen Heldman & Co. (317)786-8001

    Rita Dillow supported this idea  · 

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