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Tom Zachystal

← Customer Feedback for Redtail Technology

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7 results found

  1. Imaging Permissions

    46 votes
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    7 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tom Zachystal supported this idea  · 

  2. Add permissions options to Libraries and/or Folders in Redtail Imaging

    21 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tom Zachystal supported this idea  · 

  3. Folders for use inside Documents

    62 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Tom Zachystal supported this idea  · 

  4. Library permissions

    16 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Tom Zachystal supported this idea  · 
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    Tom Zachystal commented  · 

    Yes, absolutely, otherwise it is useless. Currently permissions can be set in CRM so advisors can only see their own clients but if client files are in Imaging then any advisor, no matter their CRM permissions, can view Imaging files for any client. This can't possibly be compliant!

  5. Add global time zones

    66 votes
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    11 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  6. Please make country codes searchable and reportable so we can get lists of where our clients live by country.

    9 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tom Zachystal shared this idea  · 

  7. Would like to be able to search by a contact's "country" address field

    17 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tom Zachystal shared this idea  · 

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