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Suzanne Rodriguez

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  1. Please add security levels definable by user, such as only an admin user can alter index listsor

    110 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Suzanne Rodriguez commented  · 

    Wow, this is the first time I"m seeing this request. Are you saying you want a password on EACH client file? Do you know who many files I have in imaging? Thousands! This cant be what you mean right? Now, this was posted in 2011 and markes "planned" 6 months ago, so it might not ever get done. I hope not if what I'm reading is correct.

  2. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Suzanne Rodriguez commented  · 

    Tag them

  3. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Suzanne Rodriguez supported this idea  · 

  4. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    49 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Suzanne Rodriguez supported this idea  · 
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    Suzanne Rodriguez commented  · 

    I agree! I am currently just putting that in important information, but sometimes that section gets a little bulky if you have a lot of info there.

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