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← Customer Feedback for Redtail Technology

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  1. Read Only Permissions

    48 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous commented  · 

    To help alleviate duplicate contacts, our office assigns specific individuals to manage calendars - however we do have one individual that does not always respect this process. We would love the option to make certain team members "read-only" in our system

    Anonymous supported this idea  · 

  2. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

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