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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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2 results found

  1. Add search bar to Move box

    We find the new imaging to be quite impractical in terms of moving folders and in the inability to open documents directly in Acrobat Reader instead of previewing one page at a time on a web page and having to download the document to make any changes. Please consider making moving folders easier by not having to wait for every top-level folder to load before being able to drill down - this takes several minutes per move and is not a good use of time. Also please integrate with pdf readers/programs so that each file does not need to be…

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    Received  ·  2 comments  ·  Retriever for Imaging  ·  Admin →
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  2. Aditional features

    love the new Redtail imaging and all the features. Light years better than the last version. I would just like to suggest small features that I think will make a huge difference. Right now, the icons to scroll through pages in a doc, are located at the bottom of the screen, so you have to scroll down for every page. Can we have those arrows moved to the middle of the page so you can access the buttons no matter what you are on the page. Also, is it possible to have zoom-in or out buttons? Sometimes the documents or…

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    Reviewed  ·  0 comments  ·  Retriever for Imaging  ·  Admin →
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