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1. Link Multiple Folders to One Contact

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   3 comments  ·  Redtail Imaging » Contact Linking  ·  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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   John commented  ·  Feb 5, 2025  ·  Delete…

   We have 2 libraries as well. One for Insurance files, another for securities. Many clients have both, so linking both folders would make it much more user friendly.

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   John supported this idea  ·  Feb 5, 2025

2. Account Level Permissions

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   John shared this idea  ·  Sep 9, 2024