Redtail 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.
75 results found
-
23 votes
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!
-
Imaging -
Imaging - Create a process to be able to move images into folders without having to click 5 buttons for one movement. Click and drag if possible.
22 votes -
Doc viewer within the CRM Doc Storage Page
Every time I need to view a document in the CRM document storage area I have to download to my computer to open it in Adobe. This causes a duplicate document to be placed in my download file. Redtail needs an embedded viewer on the CRM documents storage area to be able to examine within Redtail.
21 votes -
Improve Document Organization
I think the Documents tab in Redtail should have a folder system that allows us to put different documents into different folders, similar to Windows. Have a long list of documents sorted by date or account can be pretty difficult to navigate
21 votes -
In Document storage it would be helpful to set up folders to categorize different documents
Document storage could use a folder system like most computers have
21 votes -
note document
When attaching a document to a note, the note category does not attach to the document. We have to go back and edit the document that was uploaded to reflect the category. it would be nice for the document to keep the category.
20 votes -
Bulk delete items in CRM Document storage
Currently if you need to delete items in CRM document storage, you have to delete one by one. It would help with efficiency and time management if it was possible to delete in bulk
19 votes -
Please add the ability to create folders in the document tab of a contact.
make document tab more efficient by having the ability to add folders to hold things like estate documents, financial planning documents, current reviews, eetc.
19 votes -
Add the ability to save documents attached to emails directly to Imaging.
We should have the ability to save attached documents from email directly into Imaging folders. Having to save a document to my computer before uploading/saving to Imaging is not efficient and leaves two copies of the same document in two places. If the document is a working document or is edited, it would be better to only have it one place.
18 votes -
in the CRM document upload section be able to label the category/ account while uploading documtment
in the CRM document upload section be able to label the category/ account while uploading documtment
18 votes -
Download Multiple Documents
A way to download multiple documents at a time. This may be through a check box selection next to the documents or a 'download all' button on the screen.
16 votes -
Edit/Delete Categories
It would be really beneficial to be able to hide, edit or delete default categories.
16 votes -
Library permissions
Users within a database need to be able to set permissions to limit viewers for the RedTail Imaging documents as well.
16 votes -
Documents- Make them Searchable using Keywords
It would be very helpful if Documents were searchable by keywords or phrases. As documents are added over time, this area of RT become unruly and takes precious time to locate what you're looking for.
16 votesRedtail’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!
-
Categorize documents
Would you please add a feature that would allow us to categorize a document as we upload it. At this point we have to upload the document and then go back into documents and categorize. This is especially a pain in the booty when uploading documents directly to a note or activity.
15 votes -
Change category type of multiple documents at once
It would save us a lot of time if we could edit the category type of multiple documents at once, instead of having to click through for each document. For example, when uploading several different estate documents for a client, it would be better to just have to click all the documents then change the category for all at once instead of changing the category for each individual document.
15 votes -
It would be great if you could delete several documents at a time, instead of just one by one.
It would be great if you could delete several documents at a time, instead of just one by one.
15 votes -
Connect family members to documents uploaded
Connect family members documents the way you can see family accounts together.
15 votes -
Have the ability to "view" a pdf file instead of downloading it.
I would like to be able to view an uploaded document from Redtail Documents or from a Note instead of having to download it first. When will this feature be available?
14 votes -
View docs in the CRM and in Imaging.
Please make a way to view documents without downloading them. My last CRM had the ability to simply review a document for looking over the necessary info. This seems like a hassle each time we download a doc, as it clutters our personal lap top or desk top, and further puts the client's data at risk.
13 votes
- Don't see your idea?