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1. Link Multiple Folders to One Contact

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   2 comments  ·  Redtail Imaging » Contact Linking  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Ann Hallonquist commented  ·  Aug 17, 2016  ·  Delete…

   Our Imaging is set up with 2 different libraries: one for RIA Clients and the other for retirement plans. We did it this way for quicker auditing. A substantial number of our clients are BOTH RIA clients AND retirement plan participants. Currently, I can not link those with dual accounts without creating a second entry in the CRM . I would like to see REDTAIL allow clients have multiple record links as long as they are in different libraries. Then, while meeting with the client ALL documents can be pulled up in Imaging vs toggling between listings in the CRM.

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   Ann Hallonquist supported this idea  ·  Aug 17, 2016