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!
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2 results found
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Attach documents to a Note or Activity (that becomes a Note)
Give the user the ability to attach one or more documents to a Note or Activity allowing the user to have quick access to all handouts discussed when referencing the Note or Activity at a later date
279 votese appreciate your suggestions and have added this feature to Redtail CRM! For help with using it, contact support@redtailtechnology.com
More recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074 -
Link Documents to Multiple accounts and/or contacts
Please allow notes/documents to be linked to multiple accounts and contacts. Currently, we have the ability to link to a single account & a single contact, but we often have the need to link a note or document to multiple accounts & contacts.
170 votese appreciate your suggestions and have added this feature to Redtail CRM! For help with using it, contact support@redtailtechnology.com
More recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074
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