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Jamie Morrison

← Customer Feedback for Redtail Technology

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3 results found

  1. Activity Privacy Options- change default from Everyone or allow users to change default

    96 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jamie Morrison supported this idea  · 

  2. Double Click to Edit Existing UDF Fields

    9 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Jamie Morrison shared this idea  · 

  3. Make it possible to add default permissions to activities.

    101 votes
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    9 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jamie Morrison commented  · 

    We have an established team for certain activities and would like the ability to have a default custom permissions setting at the user level. When that user creates an activity, it would be nice to have her team permissions already in place to save a step and to avoid having the activity visible to the whole group.

    Jamie Morrison supported this idea  · 

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