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17 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. add "Memberships" to custom exports

   6 votes

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

7. 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

8. 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

9. 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

10. 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

11. 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?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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