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1. Built-in document viewer

   98 votes

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   13 comments  ·  Redtail CRM » Documents  ·  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!

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   Paul commented  ·  Mar 4, 2025  ·  Delete…

   Over 5 years, 94+ votes and not added. Crazy a feature this simple and important has not been added yet.

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   Paul supported this idea  ·  Mar 4, 2025

2. Doc viewer within the CRM Doc Storage Page

   30 votes

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   2 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Paul supported this idea  ·  Mar 4, 2025
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   Paul commented  ·  Mar 4, 2025  ·  Delete…

   This has to be added. Wild it is not available yet

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