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Jesse Smith

← Customer Feedback for Redtail Technology

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9 results found

  1. Permissions

    111 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Jesse Smith commented  · 

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

    Jesse Smith shared this idea  · 

  2. Make it possible to add default permissions to activities.

    101 votes
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    9 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jesse Smith supported this idea  · 

  3. client account summary report

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jesse Smith shared this idea  · 

  4. Hide or show account fields based on type of account

    3 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jesse Smith shared this idea  · 

  5. App/Connector for Microsoft Teams

    34 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jesse Smith shared this idea  · 

  6. Turn off auto creation of employer records

    49 votes
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    5 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jesse Smith shared this idea  · 

  7. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jesse Smith commented  · 

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

    thanks ,

    Jesse Smith supported this idea  · 

  8. report by role

    63 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jesse Smith shared this idea  · 

  9. Adding Additional Roles

    225 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jesse Smith supported this idea  · 

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