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20 results found

1. Email a document from the CRM Document Storage section

   50 votes

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   1 comment  ·  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!

   Aspen supported this idea  ·  Sep 27, 2024

2. Folders for use inside Documents

   63 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Sep 27, 2024

3. Change category type of multiple documents at once

   25 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Sep 27, 2024

4. Improve Document Organization

   23 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Sep 27, 2024

5. Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.

   4 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Sep 27, 2024

6. Two Different Date Fields on Documents

   3 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Aspen shared this idea  ·  Sep 27, 2024

7. add "Memberships" to custom exports

   9 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Sep 24, 2024

8. UDFs to Trigger Automations

   3 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Aspen shared this idea  ·  Sep 24, 2024

9. UDF automation action item

   32 votes

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   1 comment  ·  Redtail CRM » Automations  ·  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!

   Aspen supported this idea  ·  Sep 24, 2024

10. Timeline Reporting

    3 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Aspen shared this idea  ·  Sep 24, 2024

11. Documents CRM

    27 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Mar 8, 2024

12. Link existing document to an activity or note.

    38 votes

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    2 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Mar 8, 2024

13. linking documents

    85 votes

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    1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Mar 8, 2024

14. 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 →
    How important is this to you?

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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!

    Aspen supported this idea  ·  Mar 8, 2024

15. Link Existing Documents to Notes

    3 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen shared this idea  ·  Mar 8, 2024

16. Adding Additional Roles

    234 votes

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    19 comments  ·  Redtail CRM » Contact Record  ·  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!

    Aspen supported this idea  ·  Jun 15, 2023

17. permissions and roles

    57 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  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!

    Aspen supported this idea  ·  Jun 15, 2023

18. Additional/ Customizable Fields in the KYC Financials Tab

    14 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Jun 15, 2023

19. KYC

    13 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Jun 15, 2023

20. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Mar 21, 2023