Can Redtaillink the permissions to team to include the activities/notes?
Our Redtail is currently being used by 11 separate offices/teams. We have permissioned each of the contacts to their respectful offices/teams so only the teams have access to their contacts. Even though the teams can only see their contacts, they can still see everyone's activities/notes.
It would be nice if the permissions were linked to the activities as well so only the teams who enter the activities/notes/tasks can see them vs the whole company being able to see them. Everything (activities/notes/tasks/memberships) associated with the contact that is permissioned should be permissioned with the contact.
3
votes
LeAnne
shared this idea