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Ali Donnelly

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  1. Activity Privacy Options- change default from Everyone or allow users to change default

    99 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ali Donnelly commented  · 

    What is the status on this? This would be highly beneficial to users to add. Almost every single activity I create, I have to make several extra clicks to maintain the privacy of our team. There are ~90 votes on this proposal, but I've also seen votes on proposals similar to this as well.

    Ali Donnelly supported this idea  · 

  2. Option to choose privacy for activities when creating them

    17 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ali Donnelly supported this idea  · 

  3. Activity pop up permission/privacy option

    15 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Ali Donnelly supported this idea  · 

  4. add privacy option to activity templates

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ali Donnelly supported this idea  · 

  5. Create default privacy option setting for create activity window

    26 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ali Donnelly supported this idea  · 

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