Link a contact to Multiple Folders in Imaging
Currently we can only link a contact to one folder in imaging. It would be helpful to allow 2 or more folders for clients who have both personal and group retirement plan accounts.
Example of my Imaging Library:
-ABC Corp 401(k)
Because Client 2 is already linked to their "personal folder" I can't link them to their own sub-folder within the 401(k) plan. When viewing in the CRM, I won't see these documents unless I remember to manually search for them.
Redtail’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!