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1. Built-in document viewer

   89 votes

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   10 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  March 24, 2021  ·  Delete…

   I agree 1000 percent. This was in our old CRM and definitely should be in this one. Our downloads folders get so full of unnecessary files when simply wanting to look back to check one or two things. For sure a HUGE security concern.

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2. View docs in the CRM and in Imaging.

   13 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  July 22, 2020