Nikki Schmelz
My feedback
4 results found
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238 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Nikki Schmelz
supported this idea
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494 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Nikki Schmelz
commented
Additional email viewing permissions such as being able to place permissions on specific addresses or limit users/teams to only seeing specific emails in email history in addition to their own.
Nikki Schmelz
supported this idea
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249 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Nikki Schmelz
supported this idea
·
An error occurred while saving the comment Nikki Schmelz
commented
Show contact status changes on timeline. If any field of the contact details section changes a note on the timeline would be beneficial, but specifically their status.
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67 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Nikki Schmelz
shared this idea
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It would be convenient if email only customers or non CRM users that monitor email for compliance had a portal or interface to access email archives without having to log in to or have access to the CRM.