Connect family members to documents uploaded
Connect family members documents the way you can see family accounts together.
15
votes
Anonymous
shared this idea
How can we improve Redtail Technology's CRM?
Anonymous
shared this idea
New and returning users may sign in
We're glad you're here
Please sign in to leave feedback
Signed in as
(Sign out)
Feedback
Redtail CRM: Documents
Categories
- Post a new idea…
- All ideas
- My feedback
- Accounts 220
- Activities 346
- Alerts and Warnings 56
- Artificial Intelligence 5
- Automations 164
- Broadcast Email 44
- Bulk Actions 52
- Calendar 201
- Client Reviews 59
- Contact Add Screen 30
- Contact Record 323
- Custom Exports 70
- Documents 75
- Email 91
- Family 54
- Integrations 151
- Keywords 8
- Know Your Client 96
- Memberships 24
- Mobile App 32
- Notes 187
- Notifications 50
- Opportunities 86
- Other 144
- Reports, Exports & PDFs 228
- Retriever Cloud 5
- Search, QuickLists & Tag Groups 82
- Seminar 40
- Settings & Preferences 75
- Templates 27
- Timeline 12
- Today's Overview 43
- Workflows 209
Feedback and Knowledge Base
-
Searching…
No results.
Clear search results
-
Give feedback
- Redtail CRM 3,291 ideas
- Redtail Email 6 ideas
- Redtail Imaging 14 ideas
- Redtail Speak 7 ideas
-
Redtail Technology