Attach documents to a Note or Activity (that becomes a Note)
Give the user the ability to attach one or more documents to a Note or Activity allowing the user to have quick access to all handouts discussed when referencing the Note or Activity at a later date
e appreciate your suggestions and have added this feature to Redtail CRM! For help with using it, contact support@redtailtechnology.com
More recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074
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Anonymous commented
It would be helpful to have the ability to add handwritten notes (as a pdf or input directly into Note box) to a Client Note as some handwritten notes contain comments not easily added via keyboard.
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Graig commented
Make it possible to link documents to notes from client meetings/calls/etc. This would for agendas and other meeting documents, including B/D-required documents.
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AndyRyan commented
When making a note be able to attach PDF's in there
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Chelsea Heintschel commented
Allow for attachments in all note boxes - this includes activities, client notes, workflow notes etc.
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Anonymous commented
Our compliance department is getting more detailed in providing them details on reports used to manage clients portfolios and wanting to see such reports. It would be great if there was a scan and attach document feature to the client record some where for easy access reports my managers use. .
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Robert Gibson commented
Would be great to have ability to drop and drag a pdf file from Outlook (for example) to the Redtail client document file.
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Ian Ellis commented
I 100% agree with this suggestion - this is an absolute necessity and I am SHOCKED it isn't already possible.. please correct ASAP!
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Talitha HIlderbrand commented
Being able to add attachments to a note that are critical to that note and why you are adding the note to the contact. This way you don't have to search for what was actually sent to the contact.