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← Customer Feedback for Redtail Technology

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  1. Provide an option to grant client access to a folder or subfolder..

    76 votes
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    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Anonymous commented  · 

    I would love to be able to give my clients access to their forms, tax returns and estate planning documents. I know e-money has an online client document vault, but I don't use them. Ideally there would be a button when we add a document that we could check if we want the client to have access to that document.

    Anonymous supported this idea  · 

  2. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

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