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1. Data Entry when Adding Documents

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   6 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  Oct 25, 2017  ·  Delete…

   Also add the ability to link several documents at one time. When you upload multiple documents to a client you have to go through each individually to link to the same account.

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   Anonymous supported this idea  ·  Oct 25, 2017