In the CRM Docuemnt Storage there are "System Types" that cannot be added to or altered and there are "Custom Types" that cannot be added to or altered. I would like to see the custom types be open to adding additional types to help with specific office needs.
We have several custom types that would be beneficial to us and we could upload more of our documents to Redtail. One for instance would be "Beneficiary Tracker" where we could upload a document listing a clients accounts and the corresponding beneficiaries for us to quickly reference. RMD list would be another good one.
Would like the ability to add custom document categories specific to our business.