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. Sham trade history provoking how to delete Cash App account? Investigate to help.

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    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Dates order for documents location

    Just something on my wish list. We always format our documents like 04-29-21 or 12-03-19 etc... but when you look in documents nothing is in order. The years 2020, 2019, 2021 etc are all mixed in. It's so hard to find anything. Just fyi if that can be a future fix. I know not every company formats that way but they aren't even in order on when you add a document. Thank you, Kathy

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. Document Titles

    Please allow for characters such as ** and / to be used in uploaded document titles. Makes it much easier to name specific documents without making the name too lengthy.

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make it easier to categories document uploads

    The process of setting the category for an uploaded document is not user friendly. Takes several more steps when you can bring it down to 1 or 2. I would like to see an option, when uploading the document, to select which category it will go into when uploaded. And, if a document is already uploaded and uncategorized, the ability to just have a category drop down like it is set up on notes for each document attachment. This would really help us in our organizing. Most of our staff won't do it because you have to go out of…

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. how to use stella ost to pst converter software

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    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. Move documents in imaging to other folders in bulk

    its a PIA if I have 20 documents I need to move to a new folder. Why cant we have an option to move in bulk, just like we can delete in bulk

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. allow documents to be automatically sent Redtail Imaging from Docusign

    This remove the user from having to manually upload.

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Thunderbird to outlook converter

    If you are exploring Thunderbird to outlook converter software then try eSoftTools Thunderbird to PST converter software that instantly changes all data of Thunderbird mailbox to Outlook PST file, without any modification in its formats, styles, emails header, etc. The folder structure can’t be changed by the conversion of Thunderbird to the outlook PST file. It can migrate Thunderbird files to various forms like- Outlook PST, MSG, EML, EMLX, YAHOO, OFFICE 365, GMAIL, and HTML files.

    Read more:- https://www.esofttools.com/thunderbird-to-outlook-converter.html

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. SharePoint Integration

    We currently utilized SharePoint and it would be great to be able to link Document Libraries to a client record.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. imaging and hyperlinks pasted to calendar

    We'd like to be able to copy the web address for certain folders saved in imaging and paste them to the calendar for our advisors to easily use. The problem is when the advisor selects the link from the calendar they have to login to Redtail Imaging if they're not already. Then then link only takes them to the main page of Redtail Imaging. If they then go back to their calendar and select the link again it will take them to the specific folder that the link intended to take them to from the beginning.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be great if you could delete several documents at a time, instead of just one by one.

    It would be great if you could delete several documents at a time, instead of just one by one.

    9 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make Documents Custom Categories editable.

    In the CRM Docuemnt Storage there are "System Types" that cannot be added to or altered and there are "Custom Types" that cannot be added to or altered. I would like to see the custom types be open to adding additional types to help with specific office needs.
    We have several custom types that would be beneficial to us and we could upload more of our documents to Redtail. One for instance would be "Beneficiary Tracker" where we could upload a document listing a clients accounts and the corresponding beneficiaries for us to quickly reference. RMD list would be another…

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make imaging available with Edge

    IE is basically obsolete. Chrome isn't browser of choice.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. CAMSCANNER added to integration options

    CAMSCANNER scans documents, meeting notes, account statements, forms, etc. from an advisor's phone. Allowing the advisor to create and store PDF files from the convenience of their phone. Extremely helpful when advisor is in the field with the client. If CAMSCANNER was integrated with REDTAIL, goal is documents are added to a client's CRM file from an advisor's phone.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. 24 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. CRM documents to Imaging documents

    It would be VERY helpful if there was an easier way to get documents from the CRM documents to Imaging documents instead of having to download and re-upload into Imaging....should be smoother way to move them

    18 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Imaging search for files by custom date range

    It would be very helpful if Redtail Imaging allowed for us to search for all files uploaded in a custom date range.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Have the ability to "view" a pdf file instead of downloading it.

    I would like to be able to view an uploaded document from Redtail Documents or from a Note instead of having to download it first. When will this feature be available?

    8 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Document section you can have to grab easily.

    Have documents stored in Redtail so you can attach to workflows or easily get them from one spot to attach to emails, workflows or notes.

    2 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Link existing document to an activity or note.

    We can currently link a document from our computer to an activity or note and it gets uploaded to Documents on CRM. It would be great if we can link a document ALREADY in the CRM to an activity or note without duplicating it on the CRM.

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