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Valeriia Schastlivaya

← Customer Feedback for Redtail Technology

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  1. Opportunity Permissions for Non-Admins

    6 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Valeriia Schastlivaya commented  · 

    As an admin and assistant to advisor (aka database owner), it's so important to be able to manage permissions. I'm unable to make changes to existing permissions.

    Valeriia Schastlivaya supported this idea  · 

  2. Ability to notify when new document is uploaded to client's documents CRM

    1 vote
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Valeriia Schastlivaya shared this idea  · 

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