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1. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

   373 votes

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   13 comments  ·  Redtail CRM » Documents  ·  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!

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   Anonymous commented  ·  Aug 25, 2016  ·  Delete…

   It would be great to add pdf documents to a workflow.

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   Anonymous supported this idea  ·  Aug 25, 2016

2. RMD Value & Information section

   1,963 votes

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   95 comments  ·  Redtail CRM » Accounts  ·  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  ·  Jan 13, 2015