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   18 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Josh Saunders commented  ·  Sep 6, 2014  ·  Delete…

   Like Imaging, but please make it better integrate with the CRM. I should be able to tell immediately if a client/contact has documents associated with it. As it currently stands I have to know they have a document in imaging and then go look at it. This can not be that hard of an improvement.

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   Josh Saunders supported this idea  ·  Sep 6, 2014