My feedback

1 result found

1. Permissions

   146 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   3 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   Emily Fairchild commented  ·  Oct 17, 2025  ·  Delete…

   Our firm has been having a TON of issues with not being able to see contacts that are our clients. It would make life so much easier if we could edit permissions ourselves so I don't have to keep reaching out to our OSJ and waiting on other people.

   Save Submitting...
   Emily Fairchild supported this idea  ·  Oct 17, 2025