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1. Activity Privacy Options- change default from Everyone or allow users to change default

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   8 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   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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   Dennis Delphenich commented  ·  Jun 26, 2019  ·  Delete…

   It's 2019 and we are still dealing with this hugely important issue. Allowing the administrator to set this default globally would improve my firm's efficiency by light years.

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   Dennis Delphenich supported this idea  ·  Jun 26, 2019