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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  ·  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!

   Anonymous supported this idea  ·  Mar 29, 2014

2. email reporting

   241 votes

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

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Mar 29, 2014  ·  Delete…

   Add the ability to pull all emails (including the message, not just the subject) for a selected group of contacts. This will aid in pulling all regulatory email correspondence.

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   Anonymous supported this idea  ·  Mar 29, 2014