Redtail Imaging

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report)!

We want to hear from you! How can we improve our CRM software to better serve your business?

We know that you have fabulous ideas and would love to hear what you need our document storage products to do in order to help you transition your office to a paperless environment!

Please use this section to let us know how Redtail Imaging should work, look, and feel!

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  1. Edit after scanning

    I would like to be able to edit a pdf in Imaging, specifically to reduce the size of the scan after it is uploaded directly to Redtail. I can do this when I scan to the hard drive and then upload, but not when I scan directly into Imaging.

    7 votes
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    1 comment  ·  Upload  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a "delete a page option" in Imaging prior to uploading.

    Sometimes when scanning the scanner may miss feed causing the scanned page to look blurry or cooked, also sometimes it will pull several pages at a time. The choice now is to save messed up or unreadable pages or hit the back button and loose all pages and start over.

    26 votes
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    4 comments  ·  Upload  ·  Flag idea as inappropriate…  ·  Admin →
  3. Drag and Drop square

    When dragging a PDF to be uploading to RT Imaging it can be very frustrating if you miss the rectangle "Drag and Drop". It will open up the document, you have to close out, open up RT Imaging again, then cross your fingers you don't miss the rectangle as you're dragging the document from one screen to another.

    9 votes
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    0 comments  ·  Upload  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add a defult setting to the scan feature in Redtail Imaging

    We try to be a very green office so almost all of our office documents are double sided to save paper, I would love to set the Imaging scan feature to the Duplex Mode as a default. Yesterday, I accidentally forgot to check the duplex box and had to double check and re-scan everything. The ability to choose a default would be very helpful and greatly appreciated!

    18 votes
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    0 comments  ·  Upload  ·  Flag idea as inappropriate…  ·  Admin →
  5. Uploading page order


    1. When uploading a document, it doesn't take me to the indexing page.When you go to scan a document and save it. it asks you to index.

    2. Also it doesn't take you back to the client folder when it is finished can you have it direct you
      1 to the indexing page
      2 and then to the client page

    24 votes
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    2 comments  ·  Upload  ·  Flag idea as inappropriate…  ·  Admin →
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