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1. Imaging Permissions

   49 votes

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   9 comments  ·  Redtail Imaging  ·  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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   Anonymous supported this idea  ·  Oct 14, 2020
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   Anonymous commented  ·  Oct 14, 2020  ·  Delete…

   This would be imperative for our office in expansion. We would see the need to set these permissions either to follow the linked contact permissions, or Imaging to allow folder creator to select at individual folders within the same library during creation of the folder - either would be acceptable, but the complete openness is counter intuitive to setting permissions on a contact that anyone could access imaging on the back end...

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2. Permissions

   111 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 4, 2023

3. Workflow in main Notes Realtime NOT once Workflow is done

   131 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Oct 21, 2019

4. need all fields available to select from for custom reporting

   925 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Anonymous supported this idea  ·  Oct 18, 2019