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

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  2. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    We need a way to save files and track files at various stages of completion within Redtail.

    *Original Docs - blank docs, per document/form required to create one complete application package
    *Unsigned Docs - client details filled out, per document/form required to create one complete application package
    *Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
    *Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
    *NIGO notice - not…

    367 votes
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    13 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Preview documents

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

    44 votes
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    2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Email a document from the CRM Document Storage section

    email a document straight from the document window

    43 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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