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1. Download Multiple Documents

   16 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Kait shared this idea  ·  Aug 3, 2021

2. Documents- Make them Searchable using Keywords

   16 votes

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   0 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!

   Kait supported this idea  ·  Aug 3, 2021

3. Folders for use inside Documents

   62 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Kait supported this idea  ·  Aug 3, 2021

4. Built-in document viewer

   88 votes

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   10 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!

   Kait supported this idea  ·  Aug 3, 2021

5. Documents to Open Instead of Download

   32 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Kait supported this idea  ·  Aug 3, 2021