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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33 results found
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Customizing default view of client documents
It would be extremely helpful to be able to change my default settings so that when I'm viewing a client's profile and I click on Documents, it automatically sorts them by recency--that is to say, for it to list the most recent upload on top--without having to click on "date added" every time.
1 vote -
Enable Uploaded Image Editing and Text Selection
In the growth plan you enable image viewing. Why not make the images editable and immediately saveable from within the Redtail Imaging platform?
I suggest you enable the images to be edited the same way a PDF document is editable, preferably with OCR (Optical Character Recognition) capability which would allow limited copy and pastecapability, but at least with white out and text addition capability.
Additionally, you could allow saving the edited image as a new image with a different filename, to allow a record.
A following idea is that the old images are optionally stored as greyed out, indicating they…
1 vote -
Two Different Date Fields on Documents
There should be two different date fields on a document - the upload date (which is system generated), and a "Document Date" which the user can select when they upload the document (similar to selecting the category and document title). It would be really helpful to be able to filter based on document date rather than just the date the document was uploaded, especially as we bring in documents from previous CRMs. Right now, we're having to put the document date in the title of the document, which is clunky and time consuming.
3 votes -
Let us add a document to bulk activity and noting
When I make a recommendation or an update that affects a whole tag group - I can't add the documents needed - notes and activity yes, but not the document in the activity - this causes a lot of manual work...
3 votes -
imaging should show number of documents, and also a map
Imaging seems clunky to me. I'd love to see a map showing all the subfolders, and also a number next to each subfolder showing the number of documents in it. for example, if i have a tax return subfolder, but the prospect or client doesn't give tax returns, i may want to archive that folder and not even see it; conversely if i have something in there, i'd like to know about it. maybe a map, and grey out empty subfolders?
3 votes -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
CRM Document Storage
Automatically sort documents in CRM newest to oldest.
7 votes -
Attaching two documents from two different folders
It would be helpful if you would add the feature to be able to attach two documents from two different folders. At this time I am told you can only attached two documents if they are in the same location/folder.
Thank you.1 vote -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…3 votes -
Box
Box has a feature that allows you to create a hard copy of what is in Box on your computer. If you download something on the computer it updates in the Cloud and vice versa. Would it be possible to build a similar feature?
If not, would there be a way to complete an initial download of documents to our hard drive, and then be able to download to our hard drive periodically with only the new documents or documents with changes being downloaded.
3 votes -
Ability to notify when new document is uploaded to client's documents CRM
As I receive multiple mail for multiple advisors it would be so beneficial to have an option of notifying FA/or whoever that new document was uploaded
1 vote -
Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.
Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.
4 votes -
Office 365 links to documents
It would be great for the linked documents section to have a prompt for Office365 or general weblinks. When you post a document into Redtail it becomes static. Posting a link would share the "living document" that we can then access repeatedly on recurring tasks or complex projects requiring more users.
33 votes -
Improve Document Organization
I think the Documents tab in Redtail should have a folder system that allows us to put different documents into different folders, similar to Windows. Have a long list of documents sorted by date or account can be pretty difficult to navigate
26 votes -
Categorize documents
Would you please add a feature that would allow us to categorize a document as we upload it. At this point we have to upload the document and then go back into documents and categorize. This is especially a pain in the booty when uploading documents directly to a note or activity.
30 votes -
note document
When attaching a document to a note, the note category does not attach to the document. We have to go back and edit the document that was uploaded to reflect the category. it would be nice for the document to keep the category.
20 votes -
Change category type of multiple documents at once
It would save us a lot of time if we could edit the category type of multiple documents at once, instead of having to click through for each document. For example, when uploading several different estate documents for a client, it would be better to just have to click all the documents then change the category for all at once instead of changing the category for each individual document.
25 votes -
Integration with Microsoft Word
In Advisors Assistant, our old CRM, we could click on a word document and it would prefill the document based on parameters we established. We typed a letter or whatever the case may be, and then upon completion, there was a record automatically generated in AA with a time stamp and a copy of the letter that was sent. It could be done for 1 off letters or for a complete mail merge.
It's fantastic in that if we sent a letter to 700 clients, all 700 clients automatically had it post to a letter log file with a copy…
4 votes -
Folders for use inside Documents
Please find a way to create folders in documents so they are easier to find and categorize.
66 votes -
Attach document to template
Would like to be able to attach documents to note, activity and workflow templates.
Much needed in an industry whereas disclosures are required to be delivered prior to having a conversation with a client or prospect.28 votes
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