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← Customer Feedback for Redtail Technology

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  1. Imaging Permissions

    46 votes
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    7 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous commented  · 

    We too would like imaging permissions. We have multiple reps in our office, some with a dedicated admin that only services that reps clients and it is a potential compliance issue when those admins can see everyone's imaged documents.

    Anonymous supported this idea  · 

  2. Reformat the Contact Card to Allow Cutomization

    44 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Please do this! The old Version on RedTail had the Keyword/Tags in the Contact details card. It is now more difficult to know something specific about the client, it used to be at a glance, now it takes extra searching to know if a client has an auto withdrawal or if the trust beneficiary should not know anything about their account.

    Anonymous supported this idea  · 

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