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.
75 results found
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Office 365 links to documents
It would be great for the linked documents section to have a prompt for Office365 or general weblinks. When you post a document into Redtail it becomes static. Posting a link would share the "living document" that we can then access repeatedly on recurring tasks or complex projects requiring more users.
6 votes -
Enable drag and drop ability for documents from outside websites such as PlanMember into new imaging.
The drag and drop feature would be much more useful to us if it allowed documents from outside websites to be added without having to download the document, rename it, and then upload it to imaging. Pulling the documents correctly named straight from the PlanMember website would speed up processes exponentially.
3 votes -
INTERNAL KNOWLEDGE BASE for advisor/staff Just Like the One for Redtail Employees (that is hidden)
In the same way that Redtail has an INTERNAL KNOWLEDGE BASE (like the one that the advisor does not see).
I would like to have the same feature for the advisor to have our own ADVISOR INTERNAL KNOWLEDGE BASE. It would be for our own internal office knowledge, such as the following categories.
ANNUITIES
CHARLES SCHWAB
INVESTMENT MANAGERS
LONG TERM CARE
MEDICARE
OFFICE POLICIES
OFFICE PROCEDURES
OFFICE EQUIPMENTand since you already have a box there for this purpose, it would just simply be another box for the advisor like the internal one for your employees. You have "bragging rights"…
3 votes -
Improve Document Organization
I think the Documents tab in Redtail should have a folder system that allows us to put different documents into different folders, similar to Windows. Have a long list of documents sorted by date or account can be pretty difficult to navigate
6 votes -
Edit Doc under "Contract Document Storage"
Please give us the ability to edit a document's name and description under "Contract Document Storage". Currently we can only download or unlock the doc from a contract. In order to edit we have to go to directly to "Documents" which shows ALL documents for ALL contract. When a client has many contract, and many documents per contract it can get daunting. This increases unnecessary processing time.
3 votes -
Folders for use inside Documents
Please find a way to create folders in documents so they are easier to find and categorize.
47 votes -
Categorize documents
Would you please add a feature that would allow us to categorize a document as we upload it. At this point we have to upload the document and then go back into documents and categorize. This is especially a pain in the booty when uploading documents directly to a note or activity.
3 votes -
Download Multiple Documents
A way to download multiple documents at a time. This may be through a check box selection next to the documents or a 'download all' button on the screen.
16 votes -
Connect family members to documents uploaded
Connect family members documents the way you can see family accounts together.
12 votes -
Change category type of multiple documents at once
It would save us a lot of time if we could edit the category type of multiple documents at once, instead of having to click through for each document. For example, when uploading several different estate documents for a client, it would be better to just have to click all the documents then change the category for all at once instead of changing the category for each individual document.
12 votes -
Default Document View
In the past I suggested to have the Default Document View be changed to Redtail Imaging (and it was added within a few days!). We are now switching to ShareFile and it would be nice to have ShareFile be the default view. Thank you!
3 votes -
Editing Documents withing the CRM
Our agent wants the capability of uploading a document, like an excel spreadsheet, to the CRM and be able to go back and edit/update information at any time, without having to download the document and re-upload when updated. Financial Inventory for example, during an annual meeting with a client, the agent can go in and update information if things have changed. We are trying to go paperless and this would be extremely beneficial.
3 votes -
See documents on Mobile
It would be helpful to be able to pull up documents in both imaging and CRM on the mobile App.
11 votes -
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.16 votes -
note document
When attaching a document to a note, the note category does not attach to the document. We have to go back and edit the document that was uploaded to reflect the category. it would be nice for the document to keep the category.
12 votes -
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 -
e-mail document type
Allow e-mail communications to be uploaded to Documents in Redtail
7 votes -
DocuSign Integration with Folders/Files in RT Imaging
please create a way that completed documents in DocuSign can be automatically uploaded to the appropriate folder in RT Imaging. Maybe a way to assign an email address/url to each folder?
9 votes -
Imaging -
Imaging - Create a process to be able to move images into folders without having to click 5 buttons for one movement. Click and drag if possible.
7 votes -
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…
6 votes
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