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Deavel Wealth Advisors

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  1. 377 votes
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  2. 147 votes
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  3. 21 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Deavel Wealth Advisors shared this idea  · 
  4. 60 votes
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    Deavel Wealth Advisors commented  · 

    Great! Please keep us posted

    Deavel Wealth Advisors supported this idea  · 
  5. 76 votes
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    Deavel Wealth Advisors shared this idea  · 
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    Deavel Wealth Advisors commented  · 

    Even a feature to automatically send a secure email from Imaging (with attachments) would be good for us..

  6. 69 votes
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    Deavel Wealth Advisors commented  · 

    The rest of our organization (8000+ employees) uses Hyland Onbase for document storage. Our practice has made the switch to Imaging because it is much faster, intuitive, etc.. However, we miss being able to share documents automatically without having to download and email.

    Another idea is to add a "Send secure email with attachments" feature to Imaging.

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    Deavel Wealth Advisors commented  · 

    Ditto - secure emails if possible

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    Deavel Wealth Advisors commented  · 

    Bumping this comment. Secure emails if possible

    Deavel Wealth Advisors supported this idea  · 
  7. 107 votes
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    Deavel Wealth Advisors supported this idea  · 
  8. 469 votes
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    Deavel Wealth Advisors supported this idea  · 
  9. 133 votes
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    Deavel Wealth Advisors commented  · 

    Even better - the ability to (as you say) apply an index to a folder and have it copy down, or the ability to index multiple docs at the same time

    Deavel Wealth Advisors supported this idea  · 
  10. 23 votes
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    Deavel Wealth Advisors supported this idea  · 
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    Deavel Wealth Advisors commented  · 

    This is how it works if you view them from CRM, would be great to have this functionality in Imaging too! Maybe a drop-down arrow next to the folder name, so you can either drill down or open the folder.

  11. 22 votes
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    Deavel Wealth Advisors supported this idea  · 
    Deavel Wealth Advisors shared this idea  · 
  12. 460 votes
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    Deavel Wealth Advisors commented  · 

    That would be helpful - we have two brothers who own a business together, but are not technically the same household and are listed as different families

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  13. 192 votes
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