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1. Folders for use inside Documents

   72 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Catherine Cleveland supported this idea  ·  May 27, 2025

2. Categorize documents

   31 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Catherine Cleveland supported this idea  ·  May 27, 2025

3. Household Documents

   29 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Catherine Cleveland supported this idea  ·  May 27, 2025

4. Separate Clients texts using My Rep Chat integration from Client Notes.

   7 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Catherine Cleveland commented  ·  Oct 20, 2023  ·  Delete…

   Agreed, we would love to have a separate notes folder or area for My Rep Chat. It's currently also impossible to surf through notes with clients we regularly text.

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