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Angie

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65 results found

  1. Workflow - Linked Accounts

    122 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Angie supported this idea  · 

  3. Make it possible to add default permissions to activities.

    101 votes
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    9 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie commented  · 

    Example of issue is Team X have contact and account permissions applied to a contact. If you create an activity and do not apply privacy options to this then anyone in your database can see the activity and possibly the confidential notes within the activity. This is a problem.

    Angie supported this idea  · 

  4. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Angie supported this idea  · 

  5. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Angie supported this idea  · 
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