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. Email attachment from imaging

    Please make it easier to attached in a file from Imaging into an outlook email to be sent. please please please :)

    61 votes
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    9 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Bulk Indexing

    Please add the option to add personal indexes in Redtail Imaging in bulk. We upload quite a few images/documents each quarter; adding indexes on each document separately is not productive at all. There are many ways to do this - you could add a feature in the Retriever that allows us to add indexes when we first upload the document; or allow the option to add the indexes to the folder containing the documents, which would then automatically add the indexes to each document within that folder. Please vote for this new feature - it would save A LOT of…

    193 votes
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    11 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  3. Link Multiple Contacts to Folder at Once

    In imaging, when linking contacts to their folders - Along multiple contacts to be linked to the imaging folder. Currently, once you have linked a contact, it takes you back to the list and you have to go thru finding the image folder, right clicking to link another contact, looking up that contact then selecting. When you have a family - (2) parents & multiple kids, Its VERY time consuming.

    15 votes
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    0 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  4. Search Function in Imaging

    be able to search imaging with Rolodex by letter at top... not SCROLL or search ALL files

    100 votes
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    8 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  5. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    150 votes
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    20 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Link Multiple Folders to One Contact

    As it stands, you can only select one folder to link with each specific client. Please add the ability to select multiple folders.

    54 votes
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    2 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  7. permissions in redtail CRM need to carryover into redtail imaging

    We can set permissions in redtail CRM by teams, however, these permissions do not carry over into redtail imaging. This is important for a multi advisor office where advisors do not have full access to the database.

    353 votes
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    17 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  8. Limiting library access

    Please add the ability for administrators/partners of firms to limit access of other organization users to certain particular libraries for security reasons.

    122 votes
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    10 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
  9. Utilize the SIZE column in the imaging library

    In the imaging library it would be very helpful to have the size size column populated with a # so we can tell if that file has a document in it or not. We have a very detailed file system and not all clients will have a file in a particular category. If the size column had a # in it we would know if there is a file or document available.

    114 votes
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    9 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  10. redtail imaging drag and drop to move files into folders

    Organizing files and folders in imaging is tedious work. A drag and drop functionality will make the process of organizing much more efficient. This functionality will remove numerous steps just to move one file.

    198 votes
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    25 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  11. correctly report the amount of GB used/remaining under "statistics for all images"

    In reference to "Statistics for all images", your information box on the home page of imaging: you are not correctly reporting how many GB are left or have been used in imaging. It's almost like false advertisement! I purchased extra storage based on the fact that it appeared we had no more storage left, only to find out after NUMEROUS conversations, that what you are reporting is completely inaccurate. This is extremely frustrating. When I called Redtail to get a better understanding at my end, I was getting different answers (or only half answers) from your service team until I…

    35 votes
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    4 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Linking to CRM

    When you are a creating a folder, it would be excellent to have the option to link it to the CRM on the same screen.

    Even better would be to start by selecting a CRM record and have imaging generate a folder name based on the CRM record.

    It wastes a lot of time to have to create a folder, then scroll through the entire database to find that folder and link it, and then be sent back to the database a second time to have to scroll through and find the folder to add images to it.

    118 votes
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    2 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  13. I'd like to see whether or not an index has been input to the image on the new system without having to open the indexing box.

    The new document storage system doesn't have an icon next to the document that I can hover over to see what index categories have been input. It would be nice to have that feature (which was on the old system) when I have numerous uploads to index.

    40 votes
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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Ability to retrieve a deleted file

    In RT Imaging - to be able to retrieve a document after it's been deleted. To be able to run a deleted report and undeleted item

    22 votes
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    1 comment  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  16. Provide an option to grant client access to a folder or subfolder..

    The feature is mentioned here: http://corporate.redtailtechnology.com/library-views-library-actions-and-statistics-in-imaging/. The feature appears to have never gotten off the ground. If, like with Dropbox, we could provide an email link to the folder, that would help us share documents with CPA's, attorneys, and clients that we work with.

    76 votes
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    7 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  17. 4 votes
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    0 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  18. Provide a quick preview of imaged documents.

    in the imaged documents, it would be great if I could see a quick preview of the document as you can do with a split screen view in windows. that way you would not have download the file to view it.

    138 votes
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    4 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  19. Once something is added to imaging add a note in redtail with link of the doc

    1.Once something is added to imaging automatically add a note in redtail with link of the document.

    50 votes
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    2 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to increase the font size in Retriever for Imaging.

    For those of us who are aging - it would be nice to be able to increase the font size of Retriever for Imaging. Support suggested using the Ctrl+ button, but that does nothing.

    14 votes
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    3 comments  ·  Retriever for Imaging  ·  Flag idea as inappropriate…  ·  Admin →
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