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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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4 results found

  1. Sorting Images Without an Institutional Index List

    There needs to be a way to sort the list alphabetically vs date updated so that you could index all of a clients files quickly. Date uploaded isn't very helpful. The being able to index multiple files at once is a great improvement, but if all the documents aren't together on the same page it makes it more difficult to be efficient.

    18 votes
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    0 comments  ·  Indexing  ·  Admin →
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  2. Add indexes with "enter" key

    ...instead of having to click the "+" button, I'd like to add indexes by pressing the enter key. Also, I'd like the cursor to automatically go back to the box it was in before I added the index.

    Currently, after we add an index, all of the categories minimize and you have to click to expand the field you need and then click again to get into the text boxes. It would be nice to be able to do this with just the keyboard.

    7 votes
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    0 comments  ·  Indexing  ·  Admin →
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  3. INDEXING ENHANCEMENTS - 2 improvements on current feature

    a. When managing/creating indexes, users currently have the ability to select "True/False", "Yes/No", List, or Text Field. 2 powerful index categories are 'EFFECTIVE DATE' and 'EXPIRATION DATE' but the appropriate data type is not available as an option. This will create a control where users can only enter the date information in a standardized format.
    b. Embed 1 pre-defined index called "DOCUMENT CATEGORY" that users can customize with up to one level of "SUB-CATEGORY" for each entry in the main category.

    Perhaps this these standardized indexes leads to enhancing the CRM's Contact Overview page by facilitating the inclusion of a…

    3 votes
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    0 comments  ·  Indexing  ·  Admin →
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  4. Return to same page during indexing

    After indexing an item on page 10, Redtail currently returns to page 1. It would be helpful to be returned to Page 10 or whatever page I was using.

    14 votes
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