Dan P ← Customer Feedback for Redtail Technology My feedback 4 results found Speak needs to offer the capability for advisors to use an existing number 1 vote Vote 0 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Other · 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! Your importance score has been recorded. We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating Dan P shared this idea · Feb 12, 2026 I'm going to Smarsh for another service that should be at Redtail. 1 vote Vote 0 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail Speak » Preferences · 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! Your importance score has been recorded. We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating Dan P shared this idea · Feb 12, 2026 Readtail Speak 1 vote Vote 0 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Other · 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! Your importance score has been recorded. We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating Dan P shared this idea · Feb 12, 2026 Redtail needs an option to allow clients to upload documents securely via a link or something similar. 4 votes Vote 0 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Integrations · 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! Your importance score has been recorded. We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating Dan P shared this idea · Dec 4, 2025
Dan P
