Link Documents to Multiple accounts and/or contacts
Please allow notes/documents to be linked to multiple accounts and contacts. Currently, we have the ability to link to a single account & a single contact, but we often have the need to link a note or document to multiple accounts & contacts.
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
Often times in the case of death claims, there are often multiple clients to link - could be 4-5 or more people/beneficiaries and POA's to be included.. It gets overwhelming sometimes as to how many different accounts need to be individually updated that it just gets messy or things get missed.
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Anonymous commented
YES, please. This is especially useful for Trust Docs, POA's, and other shared application packages.
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MR commented
If you have an activity with linked contacts - you can write a linked note that appears in all of the linked contacts' note page. This is super useful. But if you upload a "linked document" on the same page, it doesn't show up in anyone's documents page. You could even cut down on storage by allowing multiple uploads to just be links to the download copy on the database. Ie I upload two of everything to a joint account - a link appears for both contacts. Otherwise I'm literally uploading two seperate documents meaning it takes twice the data for redtail to store.
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Michael A Critchfield commented
It would be great if we could link account to more then one client at the same time. There are many cases where their are more then one owner of an account. Joint accounts, CUST accounts, 529 plans, 401k plans with multiple trustees, trust accounts and the list goes on.
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Ashley commented
Ability to link documents from CRM Documents Storage to an account in multiples, rather than having to link each one separately. Currently, you have to click a drop down arrow on each document to add.