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. 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.

    7 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Connect family members to documents uploaded

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

    12 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. e-mail document type

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

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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?

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    9 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. See documents on Mobile

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

    5 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. Folders for use inside Documents

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

    21 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    10 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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…

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Dates order for documents location

    Just something on my wish list. We always format our documents like 04-29-21 or 12-03-19 etc... but when you look in documents nothing is in order. The years 2020, 2019, 2021 etc are all mixed in. It's so hard to find anything. Just fyi if that can be a future fix. I know not every company formats that way but they aren't even in order on when you add a document. Thank you, Kathy

    7 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Document Titles

    Please allow for characters such as ** and / to be used in uploaded document titles. Makes it much easier to name specific documents without making the name too lengthy.

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make it easier to categories document uploads

    The process of setting the category for an uploaded document is not user friendly. Takes several more steps when you can bring it down to 1 or 2. I would like to see an option, when uploading the document, to select which category it will go into when uploaded. And, if a document is already uploaded and uncategorized, the ability to just have a category drop down like it is set up on notes for each document attachment. This would really help us in our organizing. Most of our staff won't do it because you have to go out of…

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Move documents in imaging to other folders in bulk

    its a PIA if I have 20 documents I need to move to a new folder. Why cant we have an option to move in bulk, just like we can delete in bulk

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. allow documents to be automatically sent Redtail Imaging from Docusign

    This remove the user from having to manually upload.

    4 votes
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