The Retirement Readiness Institute
My feedback
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488 votes
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An error occurred while saving the comment An error occurred while saving the comment The Retirement Readiness Institute
commented
Huge Email security risk. I have seen Redtail's "NOT PLANNED" response. At a minimum this deserves much more attention than Redtail seems to be giving it, if data security should be Redtail's top priority.
I am the DB Admin. A new DB user was initially given email admin rights so she could see emails I sent to contacts before hiring her. The new user added me as a contact. She can now see my entire email history. After removing the email admin rights for this user the Email history was still viewable. We removed my email address from the contact record. This removed her ability to view my emails. But, once she re-entered my email address the email history became viewable again. I've been told the email history cannot be removed from her contact access. The only solution is to either restrict the user from having access to my contact or adding a whole new contact record for me. That does not work. I cannot have multiple contacts for me in the database.
A new user should be defaulted to a non-admin user. If that is how it is currently done then support needs to do a better job of explaining to the DB admin of the security risk of allowing a user to have email access rights. What solution does Redtail have for this? I am sure it is going to happen again to someone else.
To avoid this the DB admin, when adding a new user, should have control to apply non-admin permissioning.
1. Can only see the emails they are included on (make default)
2. Able to see emails of contacts they are a team member toThe Retirement Readiness Institute
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101 votes
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An error occurred while saving the comment The Retirement Readiness Institute
commented
User should be able to set as a preference, who can view their calendar.
The Retirement Readiness Institute
supported this idea
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1,345 votes
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An error occurred while saving the comment The Retirement Readiness Institute
commented
Membership is my most widely used feature from the left nav bar but it is located below the initial view line where you have to click "more" in the left hand Nav bar to see it. The left Nav bar should have a preference control allowing the user to move their most used items to the top.
The Retirement Readiness Institute
supported this idea
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92 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment The Retirement Readiness Institute
commented
User implemented import function. My previous CRM has had this function for over 10 yrs. Excel based. It's fully user controlled. It allows you to delete the import if it doesn't look right. It maintains a log of imports to refer back to and retrieve (no pun intended, woof). Columns in excel can be in any order. Headers don't even have to match. It displays whats available in the CRM program, it reads your excel headers and you map it as you see fit. Data type does have to match dates to dates etc. Great feature. But to RT's credit your tech support is the best. Their's was the worst.
The Retirement Readiness Institute
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409 votes
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The Retirement Readiness Institute
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101 votes
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The Retirement Readiness Institute
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The Retirement Readiness Institute
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21 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment The Retirement Readiness Institute
commented
Having a show/hide blank UDF function would allow both the user and the import team to impose better quality control over the importing process.
The Retirement Readiness Institute
supported this idea
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130 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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The Retirement Readiness Institute
supported this idea
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51 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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The Retirement Readiness Institute
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49 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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The Retirement Readiness Institute
supported this idea
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My question to Redtail is, how do you reassign a contact to a new user giving the new user the ability to see the entire history, including emails fo that contact, without giving the user email admin rights?