Skip to content

Jason B McKinney

← Customer Feedback for Redtail Technology

My feedback

1 result found

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

    101 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    9 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jason B McKinney commented  · 

    Agreed. This is a constant gripe internally. Everyone can see the client information if you forget to set the permission. Bonus, there is no way to cross reference unless your manually check with a staffer with a higher permission level. No way to visually double check to if you set the correct after you hit save. The phone app doesn't even give Permissions Options so you're screwed if try adding a client, prospect or new 401(k) participant out in the field. You're basically relying on other advisors to notice that your client's confidential information is being broadcast to everyone at the firm. Jim is right; it's very dangerous. Please fix this already.

    Jason B McKinney supported this idea  · 

Feedback and Knowledge Base

(thinking…)