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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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1 result found

  1. Pre-Populate Index Fields

    It would be a real time saver if we could choose to have specific fields pre-populate when we add our Personal Indexes to a client folder. Since we already create the fields for those Indexes, why can't we also have the system pull the information for a few chosen fields from CRM?

    Even better would be to have it do so on the Folder level and have it copy down to all the docs in that folder.

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    4 comments  ·  Indexing  ·  Admin →
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