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1. Permissions

   146 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jesse Smith commented  ·  Sep 14, 2020  ·  Delete…

   Also permissions on seminars, there is no way to prevent anyone in the database from see those.

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   Jesse Smith shared this idea  ·  Sep 14, 2020

2. Turn off auto creation of employer records

   56 votes

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   6 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Jesse Smith shared this idea  ·  Jul 2, 2018

3. Option to view all activities

   392 votes

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   22 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Jesse Smith commented  ·  Nov 17, 2017  ·  Delete…

   Please at filter option to show "all" open activities for a specific contact or user.

   thanks ,

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   Jesse Smith supported this idea  ·  Nov 17, 2017

4. Adding Additional Roles

   240 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Jesse Smith supported this idea  ·  Oct 3, 2017