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Redtail 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.

How can we improve Redtail Technology's CRM?

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75 results found

  1. integration with DocuSign

    We use DocuSign to send documents for e signatures. We log into and out of it many times a day. It would be great DocuSign was included in the CRM integration list for ease of access.

    40 votes
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    0 comments  ·  Documents  ·  Admin →
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  2. Bulk delete items in CRM Document storage

    Currently if you need to delete items in CRM document storage, you have to delete one by one. It would help with efficiency and time management if it was possible to delete in bulk

    19 votes
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    0 comments  ·  Documents  ·  Admin →
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  3. Library permissions

    Users within a database need to be able to set permissions to limit viewers for the RedTail Imaging documents as well.

    16 votes
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    1 comment  ·  Documents  ·  Admin →
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  4. linking documents

    Please allow us to link a document to multiple activities without creating duplicate documents in that clients contact record. For example, If I have one document and I need to Link it to 3 separate activities for that same client, then it saves it 3 times in the documents tab.

    79 votes
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    1 comment  ·  Documents  ·  Admin →
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  5. View who uploads a document

    Could there be a field added to show who uploaded the document? Like a timestamp but with the user's name.

    9 votes
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  6. Please add additional document storage

    Please add Box.com or Dropbox for document storage. It's a great tool we use for client to send information and send back

    8 votes
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  7. The ability to add folders in documents within client records

    The ability to add folders in documents within client records

    28 votes
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  8. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    186 votes
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    18 comments  ·  Documents  ·  Admin →
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  9. You should be able to make the CRM Document Storage DEFAULT to sort by date added rather than having to sort every time you go in.

    23 votes
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  10. Built-in document viewer

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

    79 votes
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    10 comments  ·  Documents  ·  Admin →
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  11. 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…

    370 votes
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    13 comments  ·  Documents  ·  Admin →
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  12. 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.

    16 votes
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    0 comments  ·  Documents  ·  Admin →
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  13. Preview documents

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

    47 votes
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    2 comments  ·  Documents  ·  Admin →
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  14. Data Entry when Adding Documents

    When uploading you just have the option to upload the document and then go back and change everything. Any way it can be changed so that all of the information on the document is stored when you upload it.

    60 votes
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    6 comments  ·  Documents  ·  Admin →
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  15. Email a document from the CRM Document Storage section

    email a document straight from the document window

    43 votes
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    1 comment  ·  Documents  ·  Admin →
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