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Ann Hallonquist

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  1. Link Multiple Folders to One Contact

    57 votes
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    2 comments  ·  Redtail Imaging » Contact Linking  ·  Admin →
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    Ann Hallonquist commented  · 

    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.

    Ann Hallonquist supported this idea  · 

  2. Provide a quick preview of imaged documents.

    147 votes
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    4 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Ann Hallonquist supported this idea  · 

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