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1. permissions and roles

   57 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  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!

   Autumn supported this idea  ·  Aug 17, 2021

2. Dynamic Workflow Due Dates

   420 votes

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   20 comments  ·  Redtail CRM » Workflows  ·  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!

   Autumn supported this idea  ·  Nov 6, 2019

3. Adding Additional Roles

   240 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  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!

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   Autumn commented  ·  Sep 27, 2019  ·  Delete…

   I see that this has been a comment from 2017. Has there been any headway on this? We have more than 3 roles here at the firm and I have one person who is dual roled currently but we are hiring and I would like to add more roles.

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   Autumn supported this idea  ·  Sep 27, 2019