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

   101 votes

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   9 comments  ·  Redtail CRM » Automations  ·  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!

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   Greg Stewart commented  ·  December 21, 2016  ·  Delete…

   Or even to enhance by being able to choose what permission level is the default. It could be a team also this way. Currently it is everyone which may be appropriate for some but not all

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   Greg Stewart supported this idea  ·  December 21, 2016

2. Select Outcome Automatically When Only One Choice is Available

   23 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   Greg Stewart supported this idea  ·  March 26, 2015