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Jonathan Sard

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  1. 41 votes
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    6 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jonathan Sard commented  · 

    I agree with this request. We have some contacts in the database that send confidential emails that we do not want any staff/team members to see, but they are clients of the firm that our staff needs to interact with. It would be nice if we could remove access to archived emails by certain redtail users, but only for select clients.

    Jonathan Sard supported this idea  · 
  2. 62 votes
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    Jonathan Sard supported this idea  · 
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    Jonathan Sard commented  · 

    Add the actual date in the Open Activities Page. The date column lists the day of the week for upcoming activities, but not the actual date. Please add the actual date as well.

  3. 768 votes
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    Jonathan Sard supported this idea  · 
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    Jonathan Sard commented  · 

    It is now a two step process to create an activity whereas on the old version it was one step. Furthermore, we now have to go to two screens to create a task which is very inefficient. Also, the process of switching tasks to other users/employees is very inefficient compared to the old version.

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