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  1. 106 votes
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    JP commented  · 

    Redtail, how can we get this prioritized?

    JP supported this idea  · 
  2. 234 votes
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  3. 85 votes
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  4. 56 votes
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  5. 157 votes
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  6. 13 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    JP shared this idea  · 
  7. 135 votes
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    JP supported this idea  · 
  8. 494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    JP commented  · 

    We don't use employee records. We would need a "view emails" checkbox added under admin checkbox in Edit User Info and only the employees that we want to view emails in the top menu bar would have that access.

    JP supported this idea  · 
  9. 178 votes
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    JP commented  · 

    It would be helpful if admins could designate workflows private for themselves and other users as needed. As Chief Operating Officer, there are some workflows that I need to create, but can't because they would be viewable and accessible to everyone.

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    JP commented  · 

    This would be helpful for individuals with repetitive daily routine(s) or work tasks and for non-client facing personnel.

    JP supported this idea  · 
  10. 115 votes
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  11. 31 votes
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    JP supported this idea  · 
  12. 27 votes
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    JP supported this idea  · 
  13. 72 votes
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    JP supported this idea  · 
  14. 1,963 votes
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  15. 91 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JP supported this idea  · 
  16. 452 votes
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    JP supported this idea  · 
  17. 43 votes
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  18. 49 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  19. 425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JP supported this idea  · 
  20. 67 votes
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    JP supported this idea  · 
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