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Tyler J Gansky

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  1. User Privileges For Client Account Integration

    3 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Tyler J Gansky shared this idea  · 
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    Tyler J Gansky commented  · 

    Our office has two sides - an Accounting firm who are not licensed to view client financial account information, and a Financial Management firm that does. All of us use Redtail for a CRM and we are unable to integrate financial information into our database via Albridge, etc because some users are not cleared to view such client information.

    What if we could assign permissions or user privilege's to CRM users that allowed them to view a client's accounts and/or financial information?

  2. Inactive clients Advanced Search

    3 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tyler J Gansky supported this idea  · 
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