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Leslie

← Customer Feedback for Redtail Technology

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8 results found

  1. adult children

    48 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Leslie supported this idea  · 

  2. Annual Review Checkbox

    47 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Leslie supported this idea  · 

  3. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    134 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Leslie supported this idea  · 

  4. Option to automatically rollover activity

    1,199 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Leslie supported this idea  · 

  5. trigger events

    15 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Leslie shared this idea  · 

  6. Custom Trigger Events

    199 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Leslie supported this idea  · 

  7. Customize Email viewing permissions

    485 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    Leslie supported this idea  · 
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    Leslie commented  · 

    Why hasn't this been resolved yet? It's 2020, this is a HUGE compliance issue. All employees in the company should NOT have access to every single email that gets sent throughout our firm. Emails that the partners send contain very confidential information related to raises, offer letters, bonuses etc. Everyone needs access too all email correspondence between clients but it is completely unnecessary to allow everyone access to internal emails.This needs to be resolved ASAP.

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

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Leslie supported this idea  · 

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