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.

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  1. Be able to create hyperlinks in activities and workflows that link directly to a specific downloaded document

    Activate the ability to create a hyperlink that, when clicked on, would open a specific document saved in the "Downloaded Documents" of that database.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to save changes to a document under the client contact without uploading again

    Once a document is uploaded to the client contact and retrieved for viewing. Any changes to the document cannot be saved to the existing document without saving to the desktop and re-uploading. It would be helpful to have the changes saved to the document without first saving to desktop and uploading the document again.

    3 votes
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  3. 1 vote
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  4. 20 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. mobile upload

    Using the app, I'd love to be able to upload a photo on my phone, as a contact document!

    2 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. push documents in ClientWorks to RedTails automated through the integration.

    push documents in ClientWorks to RedTails automated through the integration.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Documents in redtail

    It would be nice if Documents uploaded to activities in Redtail were accessible via the Documents link under each contact instead of having to go back to the task to which they are connected.

    8 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Autolink Redtail Imaging Folder when starting from Redtail Contact then go to Imaging

    If you start in Redtail, go to your contact, documents, launch imaging, imaging opens to the contact folder if there is one. If there isn't one, we like the option to make one from here and autolink it to the contact that we started with.

    3 votes
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  9. Personal profile form Deceased spouse/children

    When a client's spouse is deceased it doesn't indicate that on the personal profile form. Is the only way for us to not have it print on the profile form to delete the relationship? We wouldn't want to do that for some clients, but we don't want their information showing up on the profile form the way that it does. Any solutions? Can we have an option for what we show on the form each time?

    7 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. Barcodes for document control and contact notes.

    The use of barcodes that will allow documents or completed tasks to automatically upload notes to Client's account.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. Software Update - Dynamic Web TWAIN HTML5

    Please please please update the Redtail Imaging software. You guys are using the Dynamic Web TWAIN HTML5 Edition, version 11.1.831, while Veo uses the newer version 12.3.412. This requires our office to install the new version, upload a check, uninstall the program, and then re-install your version to be able to scan anything to Redtail Imaging afterwards. Life would be so much easier if you would update the software to the newer version. Please.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. evernote

    It would be great if we could update notes within CRM. :( The integration information states that we should be able to do that, but we can't.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multiple folders for RT drop box

    A dropbox with the ability to add multiple folders to segment documents that are stored, similar to Emoneys vault. Currently, it is difficult to find what I have currently in the dropbox.

    4 votes
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  14. Built-in document viewer

    Built-in document viewer would eliminate need to always download docs.

    13 votes
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  15. Imaging - Copying Indexes with Copied Folders

    It would be extremely helpful if copying folders from a template folder also copied any indexes that may be attached to those folders or if there was an option to copy indexes with folders.

    Another helpful feature would be an option to have sub-folders inherit certain indexes, or apply an index to all sub-folders so that indexes like First Name or Last Name would be consistent throughout without having to assign each folder individually or rename each folder from a template to include info like the client's name.

    It would help exponentially with transitioning to Redtail Imaging from another vendor.

    3 votes
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  16. 3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Updates to documents that save back to redtail

    Allow updates to be made to spreadsheets that are hung in Redtail for the purpose of live updates as opposed to making the update on the users computer and having to upload the new version to Redtail.

    13 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Linked Docs

    When uploading documents to the "Linked Document" section in an activity, it would be nice for that document to be show under the client's contact page under "Documents" section and not only in the activity, similar to how the "Linked Notes" work.

    9 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. "LinkedDocuments" in an activity can link to files in the CRM storage.

    It would be nice when utilizing "linked documents" in an activity that you can link to files in the CRM storage. That way when you click the linked file it takes you to not only that file, but location where you can view all the clients' documents you have on file.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Click and drag email to Documents section.

    Ability to click and drag an email into the documents section. We get emails from advisors, regarding a specific contact, which will not automatically be stored in email history since the email address isn't that of the contact. We also get fax confirmations & voice mails via email, which we need to attach in Redtail. We currently have to save the email to our desktop and then click and drag to documents. This is very cumbersome! I do this at least 10 times a day.

    6 votes
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