We also would love to see this feature. We are currently unable to let our IARs use our Redtail CRM as they will automatically all be able to see everyone's client files in our linked Imaging system.
This really seems like functionality that already should have been addressed by Redtail, as a leader in the FinTech space which is an industry so heavily focused on compliance.
Anonymous
We also would love to see this feature. We are currently unable to let our IARs use our Redtail CRM as they will automatically all be able to see everyone's client files in our linked Imaging system.
This really seems like functionality that already should have been addressed by Redtail, as a leader in the FinTech space which is an industry so heavily focused on compliance.