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Redtail CRM

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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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.

How can we improve Redtail Technology's CRM?

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35 results found

  1. 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
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    0 comments  ·  Documents  ·  Admin →
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  2. Folders for use inside Documents

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

    72 votes
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    0 comments  ·  Documents  ·  Admin →
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  3. 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.

    31 votes
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    1 comment  ·  Documents  ·  Admin →
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  4. Link existing document to an activity or note.

    We can currently link a document from our computer to an activity or note and it gets uploaded to Documents on CRM. It would be great if we can link a document ALREADY in the CRM to an activity or note without duplicating it on the CRM.

    47 votes
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    3 comments  ·  Documents  ·  Admin →
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  5. 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.

    30 votes
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    2 comments  ·  Documents  ·  Admin →
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  6. 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 documtment

    18 votes
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    0 comments  ·  Documents  ·  Admin →
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  7. Documents CRM

    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.

    27 votes
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    0 comments  ·  Documents  ·  Admin →
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  8. 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 have

    27 votes
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  9. 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.

    22 votes
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    0 comments  ·  Documents  ·  Admin →
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  10. integration with DocuSign

    We use DocuSign to send documents for e signatures. We log into and out of it many times a day. It would be great DocuSign was included in the CRM integration list for ease of access.

    52 votes
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    0 comments  ·  Documents  ·  Admin →
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  11. linking documents

    Please allow us to link a document to multiple activities without creating duplicate documents in that clients contact record. For example, If I have one document and I need to Link it to 3 separate activities for that same client, then it saves it 3 times in the documents tab.

    91 votes
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    1 comment  ·  Documents  ·  Admin →
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  12. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    192 votes
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    18 comments  ·  Documents  ·  Admin →
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  13. Built-in document viewer

    Built-in document viewer would eliminate need to always download docs.

    98 votes
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    13 comments  ·  Documents  ·  Admin →
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  14. Preview documents

    it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...

    59 votes
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    2 comments  ·  Documents  ·  Admin →
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  15. Email a document from the CRM Document Storage section

    email a document straight from the document window

    53 votes
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    1 comment  ·  Documents  ·  Admin →
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