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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.
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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. 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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  2. 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

    183 votes
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    18 comments  ·  Documents  ·  Admin →
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  3. 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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  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. 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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  6. 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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  7. Folders for use inside Documents

    Please find a way to create folders in documents so they are easier to find and categorize.

    47 votes
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    0 comments  ·  Documents  ·  Admin →
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  8. 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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  9. 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.

    37 votes
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    0 comments  ·  Documents  ·  Admin →
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  10. 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
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    0 comments  ·  Documents  ·  Admin →
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  11. 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
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    0 comments  ·  Documents  ·  Admin →
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  12. 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.

    28 votes
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    2 comments  ·  Documents  ·  Admin →
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  13. It would be very helpful if the documents stored in the client file were ordered by the most recent on top to the oldest as a default.

    27 votes
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    1 comment  ·  Documents  ·  Admin →
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  14. 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
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    1 comment  ·  Documents  ·  Admin →
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  15. 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
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    0 comments  ·  Documents  ·  Admin →
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  16. 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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  17. The ability to add folders in documents within client records

    The ability to add folders in documents within client records

    22 votes
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  18. Please allow creating Folders in document storage

    Please allow creating folders in document storage! Thank you.

    21 votes
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  19. 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.

    21 votes
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  20. 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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