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
allow for pasting .pdf files into notes
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Jamie Hornback commented
It seems there are quite a few different suggestions on this same topic. Are all of these being consolidated to add all the votes? Where can we find an update on this suggestion or is there a timeline? This is the one feature I get asked about all the time, why can't we attach documents to notes?
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Mona Konrath commented
I would like to add a document to my notes and be able to go back and view it. I would also like to add additional information to an existing note and be able to see it. (show the comments) Thank you.
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John Brocker commented
If the files are saved if your ShareFile, why not link the Client's RedTail profile to their ShareFile Folder? Adding them into the notes would cause possibly processing errors as you are duplicating the document and are creating an extra step for your team. Again, i do not understand the entire use case, but instead of adding to the notes section you could just add a note saying document X was created (maybe adding a link to the ShareFile document in the note would be a cool solution from RedTail). Then you only have one system of truth for maintaining documents.
Could you share your use case, I am curious how i can help my practice improve efficiencies. Thank you
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Donna commented
I'd like to type a note and upload a document to the note on the same note entry.
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Chuck Vercellone commented
As my client base ages, and issues arise due to mental capacity, I often receive strange voice messages from clients. My voice messages also are sent to me via email in a .wav file. I would like to attach the .wav file to a note made regarding the call so I have some CYA on these issues. This has been an open suggestion since fall 2017, any movement here?
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Ryan Carney commented
Please make this happen!
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Anonymous commented
Why did you decline the idea to attach documents to notes? Notes are the permanent record. It is fine that a document can be attached to activities, but activities are temporary and get completed and even deleted so therefore, it is much more important to have the document attached to the NOTE.
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Jamie Staggs commented
We are working on creating a template for the notes section is RT for client meeting notes and we were thinking that it would be really helpful is there was a link to attach documents that were either scanned in and stored in RT or from the desktop so that the notes itself could be a summary and then in the same "meeting notes" note from that client meeting would also be the full handwritten notes from the advisor all in one place. And also just be able to attach documents to any activity or note so that everything from that one case is all able to be found in one place. Thank you so much!
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Chuck Vercellone commented
We can add attachments to activities while also attaching a note to the activity. If we don't need to create an activity, just a note, we should be able to attach a supporting document to the note.
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Chuck Vercellone commented
We can attach a document to an activity but not a note. If we need to attach a document to a note we must create an activity, add the note to the activity, and attach the document. Why can't we just add a document to a note without the activity?
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Anonymous commented
I would like there to be an attachment section on notes - so that a document can be attached to the related note. The document can also show in the documents section. I had this feature when I was an insurance agent using AfW and AMS360 by Vertafore. This feature has been available for over 15 YEARS!!! Why is this not available with RedTail?
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Kelly commented
This would help our timeline GREATLY!! Instead of putting into Documents. Sometimes our Advisors have a brief conversation with a client and take notes on a piece of paper( and run out of time inputting them into RedTail) and sometimes there are equations and other "drawings" that are hard to convey into typed notes.
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Leo O'Connor Jr commented
I had a client call and it required immediate action. I put in a note of what I did but it would be nice to upload the pdf of the confirmation from the custodian to that note as more information. I don't want to put something like that in usual documents folder as that would end up getting cluttered by these smaller things.
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Brandon Witt commented
I would love to be able to include a document on a note. Is this something that can be made possible?
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Jessica Houska commented
It would be extremely helpful if we were able to attach a Word Doc, PDF, PPT, Excel, etc. to notes we enter. A lot of times we will add a note into RedTail about something going on or discussed with a client or business contact and there is documentation to go along with it. It would be nice if we were able to attach any related documentation for efficiency and organization purposes.
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Anonymous commented
We would like to be able to upload a voicemail audio clip to a clients note or documents section.
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Manuel Burkhardt-Apolonio commented
The ability to Drag and Drop PDF, XLS, DOC files directly into the notes section. The files are concurrently saved in the client's linked ShareFile folder.
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Anonymous commented
The request that was completed was started in 2010. This is 8 years later and nothing has changed. It wouldn't take any extra space, just another link to the document, one in the documents file and a link to a specific attachment in the note - it only needs to be paperclip link. We are looking to go paperless, but without this, I don't see it happening. I was an insurance agent prior to working where I am, and our system a link in their "notes" to the document the note referred to. We were able to sort notes by category (without pulling a report) & quickly retrieve the document that was needed.
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Lone McCord commented
Why was this same request with 800+ votes marked as completed?
I understand that it would add a ton of memory requirements for the system.
Could a solution be worked out using redtail imaging?
From imaging, could we link it to a note, or create a note attached to an image?
Or,
from the CRM interface, If the client has a linked imaging folder, couldn't a file linked in a note be stored in the linked imaging folder?