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. Show number of Images in a Folder/Subfolder

    It would be very helpful to be able to see how many Images are in each Folder/Subfolder indicated by a number in between parentheses on the right hand side of each menu next to the Date Added and Size Fields.

    5 votes
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    1 comment  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a "labeling" system to uploads

    There should be a way to add labels to your uploads. for example: Advisor #, Document name, investment company, etc. This way I can differentiate the documents in the folder without having to rename the file name or searching thru every document until I find the one I want.

    5 votes
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    0 comments  ·  Upload  ·  Flag idea as inappropriate…  ·  Admin →
  3. Folder / subfolder overview

    Give an option to see a diagram (overview) of all parent folders/subfolders when creating a template. It would be helpful to be able to see the general overview of the entire file with all folders and subfolders shown on one screen.

    22 votes
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    3 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make it easier to move files from folder to folder

    When moving a file from one folder to another on Redtail Imaging, you cannot move more than one file at a time. Additionally, when trying to move files, you must go through each folder, which is extremely time consuming. There should be an easier process for moving files through Redtail Imaging.

    241 votes
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    31 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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  ·  Flag idea as inappropriate…  ·  Admin →
  6. redtail imaging application to be able to see documents from phone

    create an application or a way to pull up documents from your phone or tablet within your redtail imaging account

    57 votes
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    9 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Put folder search results above individual file search results in Imaging

    Currently, when we search, files are listed above folders in search results. However, we are often pulling up a client's folders in Imaging just to add files. We would prefer to look at their folders first, not their documents. If I'm looking for Jane Doe's general file, searching "Doe, Jane" pulls up each document with her name, so we may bypass 50 documents before getting to her folder.

    If you changed Imaging so folder search results come up on top, or allowed a setting change to list folders search, that would greatly help us.

    9 votes
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    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    79 votes
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    4 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  9. Permission Folders

    There should be a Permissions feature available in Redtail Imaging for Folders. For example, a financial advisor that has their own folder with individual client folders within it should have the ability to be the only one with Permission to view their own folder (outside of database owner of course). It shouldn't be setup so that everyone can view each other's client folders, especially given the stepped up focus on cyber security and identity theft. I am really surprised this hasn't been corrected yet. Thank you.

    39 votes
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    5 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Is there a way to change the color of the client sub-folders in Retail Imaging?

    If a client has multiple folders for each service, color coding for the folders would be helpful for a quick find. We color code services in our office and it would be very helpful if Imaging would allow us to do the same.

    52 votes
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    4 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be a tremendous help the have "add missing" for indexing under the Institutional tab.

    Indexing under Institutional - "Add Missing"
    It is offered under Personal, but NOT Institutional.

    4 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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"

    36 votes
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    3 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 :)

    67 votes
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    9 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  14. Search unlinked folders

    We need to be able to search Imaging for folders that don't have a CRM contact linked.

    If not a search, maybe add a sort option? We can sort by name, date and size. It would be helpful to sort by "linked" or "not linked."

    We need a better way to find unlinked folders in Imaging without opening up each index and scrolling down to look for missing link icons.

    14 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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…

    209 votes
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    15 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  16. make the underlying documents within a file searchable (we can search the text within the image) if we upload them in an OCR format.

    make the underlying documents within a file searchable (we can search the text within the image) if we upload them in an OCR format.

    8 votes
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    2 comments  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  17. 9 votes
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    1 comment  ·  Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
  18. In redtail imaging have a feature to be able to see the last person(s) you were in - like in redtail.

    In imaging have a feature to see the last person you were in like in tailwag.

    18 votes
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    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    21 votes
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    0 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to run a report to find clients that are NOT linked to Imaging

    There are times when we inadvertently forget to link the account to Imaging. Short of checking every client account, it would be nice to add that as a filter when running a report.

    8 votes
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    0 comments  ·  Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
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