CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. CRM Document Storage Default View

    CRM Document storage only has default view preferences between the CRM and Imaging.

    Please add the ability to either:
    1) Sort the document views and make the uppermost option the default
    2) Add more default views to the user preference of "Default Document View"

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow files larger to be downloaded

    At the moment you can only download files at a certain size. In which when a scan is sent to me I have to print now and separate. It would be great and help with time management if I could just upload to Redtail and leave my note.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. Redtail imaging: viewing (without downloading) the files

    Inside Redtail imaging, we would like to view (without downloading) the files

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. REMOVE ACTIVITY DOCUMENTS FROM CLIENT DOCUMENTS FOLDER

    I've already expressed my thoughts on this implementation being the beginning of a mess in the client document folder but I think that it should be added that when you upload documents for activities that involve more than one client...the documents will be sent to all clients in the activity so not only are we unable to categorize them now...now we have documents pertaining to others crowding document storage for no reason. I don't understand why activity documents cannot remain separate. Documents related solely to the activity should be there and if they are needed again it should be easy…

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. be able to add a document straight from email vs having to save it to the computer

    Have the document storage be able to take an attachment from an email and upload vs. having to save the document to the computer before that transaction can take place

    9 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. activity documents

    The recent change to activity documents does not make much sense for organization in my opinion. Documents pertaining to an activity should be kept with the activity if it is not needed outside of the activity. Having the documents fed to the clients document storage is going to overcrowd the documents and lead to more work since the documents cannot even be categorized when uploading to an activity...Activity related documents should be separate and document storage should remain as is to avoid additional workflows for either deleting them from storage or having to go in separately to categorize them.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create a "Downloads" folder for a database, along with the "Downloads" folder already available to individual users.

    Make a downloads folder that is viewable by anyone in that database, keeping it separate from each users individual downloads folder. This would create the ability to share information among users that can only be found in documents.

    6 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Be able to create hyperlinks in activities and workflows that link directly to a specific downloaded document

    Activate the ability to create a hyperlink that, when clicked on, would open a specific document saved in the "Downloaded Documents" of that database.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to save changes to a document under the client contact without uploading again

    Once a document is uploaded to the client contact and retrieved for viewing. Any changes to the document cannot be saved to the existing document without saving to the desktop and re-uploading. It would be helpful to have the changes saved to the document without first saving to desktop and uploading the document again.

    6 votes
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  10. 1 vote
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  11. 20 votes
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  12. mobile upload

    Using the app, I'd love to be able to upload a photo on my phone, as a contact document!

    2 votes
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  13. push documents in ClientWorks to RedTails automated through the integration.

    push documents in ClientWorks to RedTails automated through the integration.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. Autolink Redtail Imaging Folder when starting from Redtail Contact then go to Imaging

    If you start in Redtail, go to your contact, documents, launch imaging, imaging opens to the contact folder if there is one. If there isn't one, we like the option to make one from here and autolink it to the contact that we started with.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. Barcodes for document control and contact notes.

    The use of barcodes that will allow documents or completed tasks to automatically upload notes to Client's account.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Software Update - Dynamic Web TWAIN HTML5

    Please please please update the Redtail Imaging software. You guys are using the Dynamic Web TWAIN HTML5 Edition, version 11.1.831, while Veo uses the newer version 12.3.412. This requires our office to install the new version, upload a check, uninstall the program, and then re-install your version to be able to scan anything to Redtail Imaging afterwards. Life would be so much easier if you would update the software to the newer version. Please.

    15 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. evernote

    It would be great if we could update notes within CRM. :( The integration information states that we should be able to do that, but we can't.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Multiple folders for RT drop box

    A dropbox with the ability to add multiple folders to segment documents that are stored, similar to Emoneys vault. Currently, it is difficult to find what I have currently in the dropbox.

    4 votes
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  19. Built-in document viewer

    Built-in document viewer would eliminate need to always download docs.

    13 votes
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  20. Imaging - Copying Indexes with Copied Folders

    It would be extremely helpful if copying folders from a template folder also copied any indexes that may be attached to those folders or if there was an option to copy indexes with folders.

    Another helpful feature would be an option to have sub-folders inherit certain indexes, or apply an index to all sub-folders so that indexes like First Name or Last Name would be consistent throughout without having to assign each folder individually or rename each folder from a template to include info like the client's name.

    It would help exponentially with transitioning to Redtail Imaging from another vendor.

    3 votes
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