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1. Read Only Permissions

   48 votes

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   4 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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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   Anonymous commented  ·  Dec 17, 2018  ·  Delete…

   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

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   Anonymous supported this idea  ·  Dec 17, 2018

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  ·  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!

   Anonymous supported this idea  ·  Jun 11, 2018