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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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75 results found

  1. Increased RedTail Imaging Storage Display

    Our business has recently closed in on 10GB worth of data on RedTail Imaging. I asked for our capacity to be increased to 20GB and was told it was added to our bill. While we do have the extra storage now, it is NOT reflected on the data chart in RedTail Imaging. I've asked two reps now why has it not been updated and their response is quite disappointing as it is simply "not available" in the system. How does a technology company not have something that basic? So now How am I to know when our storage capacity is…

    9 votes
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  2. Attach document to template

    Would like to be able to attach documents to note, activity and workflow templates.
    Much needed in an industry whereas disclosures are required to be delivered prior to having a conversation with a client or prospect.

    22 votes
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  3. Document Upload | Allow Document Name Change to Avoid ERROR (special characters)

    Please Allow us to Edit the Document Name when Uploading Files...I ask this for several reasons, but especially to Avoid Receiving an ERROR because the file name contains special characters.

    Our office uses Macs, so our system allows special characters in names. It is *Extraordinarily Inconvenient to have to Leave RedTail > Go Find the File on our server > Then either Change the name or Duplicate the File to add an alternative name (if we were not the original creators of the file) > Then Go Back to RT and try uploading the document again.

    ...If you would just…

    9 votes
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  4. 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

    13 votes
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  5. 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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  6. 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…

    6 votes
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  7. 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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  8. 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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  9. SharePoint Integration

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

    9 votes
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  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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  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.

    15 votes
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  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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  13. Make imaging available with Edge

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

    1 vote
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  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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  15. 27 votes
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    1 comment  ·  Documents  ·  Admin →
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  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

    33 votes
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  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.

    4 votes
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  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?

    14 votes
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  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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  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.

    34 votes
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    2 comments  ·  Documents  ·  Admin →
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