Welcome to our official Redtail CRM feedback forum!
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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.
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75 results found
Doc viewer within the CRM Doc Storage Page
Every time I need to view a document in the CRM document storage area I have to download to my computer to open it in Adobe. This causes a duplicate document to be placed in my download file. Redtail needs an embedded viewer on the CRM documents storage area to be able to examine within Redtail.18 votes
In Redtail Imaging .. allow users to add a common folder to all records. For example, add a folder "Duty of Care" to all records in redtail imaging to easily store the form4 votes
secure document exchange
Redtail needs to establish a secure dropbox where advisors can send documents to clients for signature and they can resend them back to the advisor. This is much safer than emailing attachments.24 votes
It would be great to be able to add or link a One Drive Document to a contact, so that I can easily access the document and be able to retrieve the most up to date version of that document.6 votes
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?5 votes
in the CRM document upload section be able to label the category/ account while uploading documtment
in the CRM document upload section be able to label the category/ account while uploading documtment9 votes
Please allow creating Folders in document storage
Please allow creating folders in document storage! Thank you.21 votes
CRM Document Sorting
It would be great to be able to have the documents for ALL our clients sorted by date they are put in the system (newest on the top). I know you can sort by date, but it can't be saved. You have to sort for each client, every time.10 votes
It would be really beneficial to be able to hide, edit or delete default categories.16 votes
Redtail Imaging - Allow me to restrict access to certain folders like personnel folders.
I don't want employees to be able to see each others personal information like compensation, SSN, etc. I want to be able to restrict access to certain files within the library. If I create a second library I can't restrict access to that either.4 votes
Add item on Contact menu on Left side as "Due Diligence"
With REG BI now in effect, we have to document all recommendations and keep our research papers and due diligence reports. It would be nice to make this process simpler by allowing a separate place like we have in the documents are in RedTail to download without having to co-mingle documents and due-diligence information in the same spot. As compliance officers will need easy access to our process, scrolling through docs and research is inefficient. Please consider as all my reps that have RedTail are looking for ideas.4 votes
View docs in the CRM and in Imaging.
Please make a way to view documents without downloading them. My last CRM had the ability to simply review a document for looking over the necessary info. This seems like a hassle each time we download a doc, as it clutters our personal lap top or desk top, and further puts the client's data at risk.13 votes
Have the capability of linking a document or file to an activity from within the CRM Document storage, it only gives the option of selection documents from outside of Redtail.21 votes
In Document storage it would be helpful to set up folders to categorize different documents
Document storage could use a folder system like most computers have15 votes
Documents to Open Instead of Download
When trying to find information within documents, the only choice is to download each document to view it. I don't want to download it, just view it to see if it contains information needed. Can documents be opened in new window with choice of printing/downloading at that point?32 votes
Please add the ability to create folders in the document tab of a contact.
make document tab more efficient by having the ability to add folders to hold things like estate documents, financial planning documents, current reviews, eetc.7 votes
PDF Mail Merge
We have a few documents that are PDFs and not personalized but that we'd like to track delivery of. The most recent is the new CRS. It would be nice if there was an option to do a PDF upload to a client like a mail merge - easily save it as a note with creation date and time along with details. For instance, I'm talking to a client about making a change to their investments, I can click on PDF Upload instead of mail merge, choose save as a note, enter in "Discussion of using new mutula fund family in IRA" as the note and then the PDF is uploaded, the note is saved and my compliance officer is happy. We do not want the CRS to be a word document because we don't want to change it after it is generated.
We have a few documents that are PDFs and not personalized but that we'd like to track delivery of. The most recent is the new CRS. It would be nice if there was an option to do a PDF upload to a client like a mail merge - easily save it as a note with creation date and time along with details. For instance, I'm talking to a client about making a change to their investments, I can click on PDF Upload instead of mail merge, choose save as a note, enter in "Discussion of using new mutula fund family…12 votes
Add the ability to save documents attached to emails directly to Imaging.
We should have the ability to save attached documents from email directly into Imaging folders. Having to save a document to my computer before uploading/saving to Imaging is not efficient and leaves two copies of the same document in two places. If the document is a working document or is edited, it would be better to only have it one place.15 votes
Please allow email archiving to have permissions
I remain very concerned that anyone in the company can view the president and office managers emails. We need the archiving to capture all emails between staff and clients but having business emails accessible to our receptionist is absurd. please address this!!24 votes
Orion in Documents
would like to be able to download reports directly into an Orion oriented documents area.4 votes
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