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. Add Document Description Field and Separate Labeling System for Uploaded Documents

    Please Add a Document "Description Field" Where Users can make brief Notes next to Uploaded Documents, to help specify / clarify what they are (without having to download/open each document).

    Currently, RedTail Does Not Let you Alter the Name of the Document You are Uploading...if you want to change it, you would have to go back and actually change the official document file name on your server before uploading to RedTail....and maybe its not *your document to have any authority to change.

    It would make the documents Tab MUCH more useful if RedTail Added a Document "Description Field" Which Would…

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. More CRM Document Storage Default Views

    I posted this idea already here: http://feedback.redtailtechnology.com/forums/281220-crm/suggestions/39125605-crm-document-storage-default-view?tracking_code=91ef04f78382d2aec9683eb15a6a282d.
    However, the person who responded did not address the idea, they only re-iterated what I acknowledged was current functionality.

    "CRM Document storage only has default view preferences between the CRM and Imaging.

    Please add the ability to either:
    1) Sort the document views and make the uppermost option the default
    2) Add more default views to the user preference of "Default Document View"
    "

    Overall, our firm would like to select documents and have it populate the ShareFile documents for the user. If there is another way to accomplish this, we are…

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow files larger to be downloaded

    At the moment you can only download files at a certain size. In which when a scan is sent to me I have to print now and separate. It would be great and help with time management if I could just upload to Redtail and leave my note.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    25 votes
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    2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. 20 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. Built-in document viewer

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

    46 votes
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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    We need a way to save files and track files at various stages of completion within Redtail.

    Original Docs - blank docs, per document/form required to create one complete application package
    Unsigned Docs - client details filled out, per document/form required to create one complete application package
    Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
    Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
    NIGO notice - not

    341 votes
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    12 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Documents- Make them Searchable using Keywords

    It would be very helpful if Documents were searchable by keywords or phrases. As documents are added over time, this area of RT become unruly and takes precious time to locate what you're looking for.

    7 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to bulk action change document category in uploads section

    In our migration from our previous CRM, we had thousands of documents to re-upload to Redtail. The mass drag and drop feature makes uploading the documents very simple, but there's no way to mass change the category of the documents for reporting purposes. We have categories of "insurance documents", "meeting summaries", "personal info", etc. It would be so much more efficient to be able to select a bulk of documents and change the category. Right now you have to go to every single document and individually select them to change it.

    15 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. 4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. prevent users from deleting documents

    It would be nice to limit the users that have permission to delete documents from contacts. We specifically don't want advisors to be able to delete documents.

    6 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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

    157 votes
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    17 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Document headings

    In CRM document storage, keep the document headings, including upload, at the top of the page while scrolling down through the document list.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. have a note be added automatically when document uploaded to documents

    included automatic entry into NOTES when Document/File is uploaded

    7 votes
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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. Delete bulk documents

    It would be nice to be able to delete more than one document at a time

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Preview documents

    it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...

    35 votes
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    2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Permissioning for documents

    Allow users to set user- or team-level permissions on documents uploaded to the CRM. This would control which users could view certain documents.

    24 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    148 votes
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    5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Document storage alert

    Have some sort of feature which would alert you if documents were stored for a client. Would be very helpful if it was on the initial page when the clients info is pulled up.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow users to choose columns under CRM Document Storage.

    Our office would prefer to replace "File Size" with "Description" to be able to view the document description from the CRM Document Storage Field.

    7 votes
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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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