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1. Doc viewer within the CRM Doc Storage Page

   30 votes

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   2 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 12, 2020

2. Link existing document to an activity or note.

   47 votes

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   3 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Anonymous supported this idea  ·  Nov 12, 2020
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   Anonymous commented  ·  Nov 12, 2020  ·  Delete…

   YES!

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