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Ethan Klee

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  1. 15 votes
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    Ethan Klee supported this idea  · 
  2. 12 votes
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  3. 1 vote
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  4. 6 votes
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    Ethan Klee supported this idea  · 
  5. 7 votes
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    Ethan Klee supported this idea  · 
  6. 861 votes
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  7. 20 votes
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    Ethan Klee supported this idea  · 
  8. 1,242 votes
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  9. 1,271 votes
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  10. 25 votes
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  11. 34 votes
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  12. 49 votes
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    An error occurred while saving the comment
    Ethan Klee commented  · 

    With the switch in pricing packages for users vs database, this is more needed than ever, and still completely unadressed. There are compliance departments out there considering banning redtail imaging as a file database because you cannot secure this permission option, making it non-compliant.

    Ethan Klee supported this idea  · 
  13. 18 votes
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  14. 12 votes
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  15. 21 votes
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    1 comment  ·  Redtail CRM » Other  ·  Admin →
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    Ethan Klee commented  · 

    There are about 10 of this same idea each with 10-30 votes, can a moderator please consolidate these into the same post?

  16. 227 votes
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    Ethan Klee supported this idea  · 
  17. 19 votes
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    Ethan Klee commented  · 

    Yes! We've been talking for years about how the "important info" should have a toggle for "open upon opening contact card" so it either pops up, or expands that area at the TOP of the client card. Heck, it's got a big red circle when we hover, let us choose what color that icon is or something at the bare minimum.

    Ethan Klee supported this idea  · 
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