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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. 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.

    53 votes
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    2 comments  ·  Contact Linking  ·  Admin →
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  2. Link to client accounts

    It would be really helpful if we could link the folders to the client accounts directly from Retriever. Currently, we are having to go back to the Redtail Imaging website simply to perform this function.

    21 votes
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  3. link to client search options

    If there are several records in the database with the same or similar names, it would be nice to be able to search by Social Security Number (SSN) or other record information when trying to link the folder to the client file. In other words, I want to link John Smith's CRM record to his Redtail imaging folder. There are several "John Smith's" in our CRM database, so I would like to search by his SSN to ensure that I link it to the correct record.

    30 votes
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