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1. Office 365 links to documents

   33 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   KEMK supported this idea  ·  Sep 25, 2023

2. 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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   KEMK supported this idea  ·  Mar 19, 2024

3. Be able to Archive an entire file.

   38 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   KEMK supported this idea  ·  Apr 11, 2023