Redtail Retriever for Imaging: Features, Pricing, and Support
If you have an activity with linked contacts - you can write a linked note that appears in all of the linked contacts' note page. This is super useful. But if you upload a "linked document" on the same page, it doesn't show up in anyone's documents page. You could even cut down on storage by allowing multiple uploads to just be links to the download copy on the database. Ie I upload two of everything to a joint account - a link appears for both contacts. Otherwise I'm literally uploading two seperate documents meaning it takes twice the data for redtail to store.