Built-in document viewer
Built-in document viewer would eliminate need to always download docs.
Redtail’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!
Steve Davis commented
This should definitely be added. Having to download multiple copies of the same linked doc to simply view and search for a specific item is a waste of time and resources. Please make this a priority.
Jim Young commented
This would be a great productive advantage for all that use REDTAIL CRM, not to mention having duplicate files floating around on computers and with todays security concern's this would be a further step to keep REDTAIL CRM at the top!
I agree 1000 percent. This was in our old CRM and definitely should be in this one. Our downloads folders get so full of unnecessary files when simply wanting to look back to check one or two things. For sure a HUGE security concern.
Lindsey Jernigan commented
I'm surprised this feature isn't available. For the security of the client data on the documents, Redtail users should be able to preview documents instead of having to download them on their devices. Doesn't seem to be very secure and compliant. When do you think Redtail would allow this extremely important feature?
Olivia Godwin commented
This would make a massive difference...attaching documents is essentially useless unless we can view them. Please please!
Allen Gibson commented
For the love of god, please allow us to view documents saved in RT without having to download them.
Melissa Mileto commented
this would also be a great idea and save time
Including a sort field would also be helpful.
J. Eric Konuk commented
Make it easier to view uploaded documents. Maybe offer a thumbnail preview, or a one click open to just see the doc, or even have a tab to be able to flip through all documents and to sort them for a contact, or in an opportunity.
Create a way to view files uploaded into Redtail without having to download them first.