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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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3 results found

  1. IMaging Linking Contacts in bulk

    would like the ability to link contacts imaging folder to their contact record in the CRM in Bulk. and not just one at a time. that takes a lot of time to do when you have hundreds of clients.

    24 votes
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    2 comments  ·  Contact Linking  ·  Admin →
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  2. Option to go back to record instead of at the top in imaging

    It would be REALLY awesome if in imaging instead of it going back to the top of the client list (alphabetical) it would go back to the client you were in. When I'm uploading statements I have to scroll down after every single client because it kicks me back to the top. Having the option would be nice.

    80 votes
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    4 comments  ·  Contact Linking  ·  Admin →
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  3. imaging link to CRM

    When in a client's document area, it would be helpful to:
    1. Upload to RT Imaging from there
    2. Go directly to the client that you are in when you click on "launch imaging"

    37 votes
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    3 comments  ·  Contact Linking  ·  Admin →
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