My feedback

1 result found

1. User Rights - Edit Contact Records

   24 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   2 comments  ·  Redtail CRM » Contact Record  ·  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!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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!

   An error occurred while saving the comment
   Rita Dillow commented  ·  May 20, 2020  ·  Delete…

   I believe User Rights should be limited to a few who manage the system. This has been one of the number one issues with our firm. This process is supposed to be a controlled process to ensure updates are made in all areas. Those that do not pay attention to this controlled process are making changes, but not communicating this or updating in all areas. So as a result, there is major confusion as to what information is the correct updated information for this client. PLEASE put controls in place!! This will make those of us who are maintaining the data base so happy. And the bonus is the information will be correct! Thank you. Rita Dillow, Ehlen Heldman & Co. (317)786-8001

   Save Submitting...
   Rita Dillow supported this idea  ·  May 20, 2020