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. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 24 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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

    15 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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?

    5 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. Doc viewer within the CRM Doc Storage Page

    Every time I need to view a document in the CRM document storage area I have to download to my computer to open it in Adobe. This causes a duplicate document to be placed in my download file. Redtail needs an embedded viewer on the CRM documents storage area to be able to examine within Redtail.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. Redtail Imaging

    In Redtail Imaging .. allow users to add a common folder to all records. For example, add a folder "Duty of Care" to all records in redtail imaging to easily store the form

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. secure document exchange

    Redtail needs to establish a secure dropbox where advisors can send documents to clients for signature and they can resend them back to the advisor. This is much safer than emailing attachments.

    21 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. One Drive

    It would be great to be able to add or link a One Drive Document to a contact, so that I can easily access the document and be able to retrieve the most up to date version of that document.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?

    When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?

    5 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. in the CRM document upload section be able to label the category/ account while uploading documtment

    in the CRM document upload section be able to label the category/ account while uploading documtment

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please allow creating Folders in document storage

    Please allow creating folders in document storage! Thank you.

    13 votes
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