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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Edit Doc under "Contract Document Storage"

    Please give us the ability to edit a document's name and description under "Contract Document Storage". Currently we can only download or unlock the doc from a contract. In order to edit we have to go to directly to "Documents" which shows ALL documents for ALL contract. When a client has many contract, and many documents per contract it can get daunting. This increases unnecessary processing time.

    3 votes
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  2. 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

    6 votes
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  3. 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.

    3 votes
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  4. Default Document View

    In the past I suggested to have the Default Document View be changed to Redtail Imaging (and it was added within a few days!). We are now switching to ShareFile and it would be nice to have ShareFile be the default view. Thank you!

    3 votes
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  5. Editing Documents withing the CRM

    Our agent wants the capability of uploading a document, like an excel spreadsheet, to the CRM and be able to go back and edit/update information at any time, without having to download the document and re-upload when updated. Financial Inventory for example, during an annual meeting with a client, the agent can go in and update information if things have changed. We are trying to go paperless and this would be extremely beneficial.

    3 votes
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  6. Download Multiple Documents

    A way to download multiple documents at a time. This may be through a check box selection next to the documents or a 'download all' button on the screen.

    13 votes
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  7. Connect family members to documents uploaded

    Connect family members documents the way you can see family accounts together.

    12 votes
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  8. e-mail document type

    Allow e-mail communications to be uploaded to Documents in Redtail

    7 votes
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  9. DocuSign Integration with Folders/Files in RT Imaging

    please create a way that completed documents in DocuSign can be automatically uploaded to the appropriate folder in RT Imaging. Maybe a way to assign an email address/url to each folder?

    9 votes
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  10. 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.

    12 votes
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  11. Nonrepudiation of Users for uploading documents

    Naming conventions are important for our firm, and it would be nice to know which users are uploading certain documents and naming them incorrectly so that we can make corrections and ensure that naming conventions are followed. As it stands everyone is naming things differently (or not at all) despite trainings having been done for this, and there's no way to know who is doing what.

    3 votes
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  12. 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.

    12 votes
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  13. See documents on Mobile

    It would be helpful to be able to pull up documents in both imaging and CRM on the mobile App.

    11 votes
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  14. notification documents

    It would be great if we could get notified automatically when documents are added to a case when we are working with multiple individuals. I understand we can add notes and then tell them team with "notify team." that is kind of a pain. Couldn't we set this up in the beginning so all notification go out all the time and not each time we put something in?

    1 vote
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  15. 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…

    2 votes
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  16. Folders for use inside Documents

    Please find a way to create folders in documents so they are easier to find and categorize.

    44 votes
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  17. Imaging -

    Imaging - Create a process to be able to move images into folders without having to click 5 buttons for one movement. Click and drag if possible.

    7 votes
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  18. Increased RedTail Imaging Storage Display

    Our business has recently closed in on 10GB worth of data on RedTail Imaging. I asked for our capacity to be increased to 20GB and was told it was added to our bill. While we do have the extra storage now, it is NOT reflected on the data chart in RedTail Imaging. I've asked two reps now why has it not been updated and their response is quite disappointing as it is simply "not available" in the system. How does a technology company not have something that basic? So now How am I to know when our storage capacity is…

    6 votes
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  19. 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.

    16 votes
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  20. Document Upload | Allow Document Name Change to Avoid ERROR (special characters)

    Please Allow us to Edit the Document Name when Uploading Files...I ask this for several reasons, but especially to Avoid Receiving an ERROR because the file name contains special characters.

    Our office uses Macs, so our system allows special characters in names. It is *Extraordinarily Inconvenient to have to Leave RedTail > Go Find the File on our server > Then either Change the name or Duplicate the File to add an alternative name (if we were not the original creators of the file) > Then Go Back to RT and try uploading the document again.

    ...If you would just…

    9 votes
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