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1. Built-in document viewer

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   12 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!

   J. Eric Konuk supported this idea  ·  Mar 5, 2019
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   J. Eric Konuk commented  ·  Mar 5, 2019  ·  Delete…

   Make it easier to view uploaded documents. Maybe offer a thumbnail preview, or a one click open to just see the doc, or even have a tab to be able to flip through all documents and to sort them for a contact, or in an opportunity.

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