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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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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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
189 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Built-in document viewer
Built-in document viewer would eliminate need to always download docs.
88 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
82 votes -
Folders for use inside Documents
Please find a way to create folders in documents so they are easier to find and categorize.
62 votes -
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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Preview documents
it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...
50 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
46 votes -
Email a document from the CRM Document Storage section
email a document straight from the document window
46 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 -
Documents to Open Instead of Download
When trying to find information within documents, the only choice is to download each document to view it. I don't want to download it, just view it to see if it contains information needed. Can documents be opened in new window with choice of printing/downloading at that point?
32 votes -
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
30 votes -
The ability to add folders in documents within client records
The ability to add folders in documents within client records
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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27 votes
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Documents CRM
Have the capability of linking a document or file to an activity from within the CRM Document storage, it only gives the option of selection documents from outside of Redtail.
24 votes -
Please allow creating Folders in document storage
Please allow creating folders in document storage! Thank you.
24 votes -
Please allow email archiving to have permissions
I remain very concerned that anyone in the company can view the president and office managers emails. We need the archiving to capture all emails between staff and clients but having business emails accessible to our receptionist is absurd. please address this!!
24 votes -
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.
24 votes -
23 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
21 votes
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