Anonymous
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50 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!
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Allow automation to allow permissions to be set based on the user that enters in contacts, notes, and activities. For example, if a user enters a new contact, note, or activity; they will all automatically be assigned to the users team per automation. This would really simplify the permission system and make it more user friendly for institutions with many advisers.
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210 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!
Anonymous
supported this idea
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Notes, Activities, and Contact Permission Automation
Allow automation to allow permissions to be set based on the user that enters in contacts, notes, and activities. For example, if a user enters a new contact, note, or activity; they will all automatically be permissioned to the users team per automation. This would really simplify the permission system and make it more user friendly for institution clients with many advisers.