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Stephanie

← Customer Feedback for Redtail Technology

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4 results found

  1. Mask PII (SSN, DOB, account numbers) from certain users

    27 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Stephanie supported this idea  · 
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    Stephanie commented  · 

    We have a marketing/administrative role that may at times be filled by an intern. We'd like that user to not have access to a) the Accounts area for any Contact, b) the Portfolio Balance on the Contact Record, nor c) the Tax ID Number in the Contact Details.

  2. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    33 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Stephanie supported this idea  · 

  3. Husband & Wife as One

    33 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Stephanie supported this idea  · 

  4. make comments and linked documents part of the notes search

    34 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Stephanie supported this idea  · 

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