Anonymous
My feedback
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89 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment An error occurred while saving the comment Anonymous
commented
I agree 1000 percent. This was in our old CRM and definitely should be in this one. Our downloads folders get so full of unnecessary files when simply wanting to look back to check one or two things. For sure a HUGE security concern.
This is indeed a major security concern and compliance nightmare. Having to always download a document, only to then have to locate the document, delete the document, and then make sure the trash bin is emptied is not efficient. It brings a lot of extra risk to the client. I can go throughout one work day having downloaded several unnecessary files, only to then have to go through the extra steps.