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1. Activity Privacy Options- change default from Everyone or allow users to change default

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   8 comments  ·  Redtail CRM » Activities  ·  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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   Kirbie Crowe commented  ·  Jan 5, 2018  ·  Delete…

   We would like to be able to change the default privacy settings for Activities. We would ideally like for every activity we create to be set to the privacy setting of only being seen by our team. Thanks!

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   Kirbie Crowe supported this idea  ·  Jan 5, 2018