Did you know you could attach documents to Redtail? Every Contact record has a tab called Documents offering free document storage to archive and store non-compliant documents. In addition, you can attach a document to an activity!
Find out how these features work, as well as why it’s not a compliant solution for the office to go paperless.
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Click the link below for more information on each of the features covered in the video:
00:50 - CRM Document Storage
04:13 - Link Document to Account
05:06 - Link Document to Activity
06:32 - Link Document to Opportunity
07:32 - Link Document to Seminar
08:49 - Document Reports
09:04 - Documents by Contact Report
10:18 - Documents by Activity Report