Contact Permission Checkbox
When adding Contact Permissions, it would be much easier to select what users/teams need to have permission with a checkbox list than to click "Add", select one, click "Add Permission," then go do it all over again for as many need to be assigned.
Zachary
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Dianne
commented
A "select all" option would be helpful under the permission option in the client record. There are times where we need to delete users who have permission to view a record and to delete 26+ users one by one is very time consuming. Sometimes we have to perform this maintenance on multiple client records. Very very time consuming to delete users one by one. Thank you.
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Leo O'Connor Jr commented
I love when I see the exact idea I was about to have. I totally agree. Like our membership code for referror (sp?), referred it'd be able to click all the boxes on both sides at once. Then you can make each checkbox a column so that instead of taking up 10 rows it would take up just 1.