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!
46 results found
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RedTail Imaging - Add a Preview Feature
Similar to Microsoft's File Explorer, allow for a preview of the documents so that there is not an excess of documents downloaded on our PC's and so instead of downloading multiple documents that may be similarly titled, you are able to preview the document to assure you have the correct document prior to download for further editing, etc. The whole point of having this digital filing/storage is to make the documents more accessible.
19 votes -
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…
13 votes -
Extend the session time for Redtail Imaging
Extend the session time for Redtail Imaging or a setting to choose the session time before auto-logout. It can become tedious logging into Imaging over and over. Retriever used to let us login all day and we could open multiple documents at once in our own PDF viewer.
15 votes -
Ability to print directly to Redtail Imaging
Having the ability to print to Redtail Imaging, such as an email or a word document, without creating a PDF first then having to drag & drop.In addition when printing a document to RT Imaging, the option to append or prepend to an existing file inside o f Redtail Imaging.
4 votes -
Appending & Prepending
It would be great if we could append & prepend documents to existing files.
4 votes -
Checking for duplicates in "New Imaging"
In the old "Retriever for imaging" we used to be able to upload an entire folder tree (and its contents) and "Retriever" would check the existing folder tree on your side for duplicates and ONLY upload NEW ITEMS within a folder. Can you please make that upgrade in "New Imaging". We find it incredibly cumbersome and really impossible to remember which files we need to upload per each client, per each client folder. The computer used to do all the comparative work for us and only upload what was new. That was fantastic! Thanks for your consideration!!!
6 votes -
RedTail Imaging - Move Option on a Document
RedTail Imaging "Move Document" Feature, new 2024 way is not user friendly.
The previous Imaging folder system that had been in place, had the "Move Document" feature more user friendly as once you selected to move a document, the ENTIRE list of folders available would populate.
Now though, you have to wait for each page of about 20 folders to load. If your office has multiple file folders, and you need to move a file into an "S" titled folder, you have to cycle through too many times to get to the bottom of your folder queue, and it's massively…
9 votes -
retriever for imaging
Please bring back retriever for imaging for desktop
9 votes -
Imaging - Streamline Log in Process
Currently, users need to log into Redtail CRM, then navigate to the Puzzle icon, then scroll down to Redtail Imaging, then click Visit Site, then on a new window, click Login, then scroll down to New Imaging, then enter credentials, and then get a verification code before we can access our Imaging files. This is very cumbersome. Can you please make Imaging available as a left side bar item similar to "Today" or Calendar?" Or at the very least, as a button to click on once that takes you directly to the login screen?
4 votes -
Redtail Imaging
Would love to be able to append documents to existing files.
1 vote -
Being able to adjust zoom in Imaging
In Redtail Imaging, you can only zoom by using the browsers adjustments,. Can we please add the ability to zoom in/out of an image without it getting distorted?
3 votes -
imaging
It would be nice to be able to scroll through an imaging document again instead of clicking to each page.
1 vote -
4 suggestions to improve Imaging
While I generally like the new Imaging, I have some complaints. 1. I would like the folders in each clients account to be alphabetical, lower, upper case not withstanding.
2. When I go back to the home page, I would like the list to be where I had left off. Now it goes back to the top of the client list and I have to scroll through every name to get to the person I needed. Before it would go back to the part of the alphabet where I had been before.
3.I would like to be able to have…4 votes -
Redtail Imaging - add the ability to upload documents directly from a scanner.
In Redtail Imaging - add the ability to upload documents directly from a scanner. It looks like there was this functionality in Redtail at one time, as seen here:
3 votes -
Print to RT Imaging
I would like a feature to print documents to RT imaging, not just a drag and drop, including all types of files....word, excel, pdf, img, etc.
3 votes -
zoom feature
The ability to zoom in on a document (similar to Adobe Reader) from within the Imaging viewer window. For example, when you click on a PDF in Imaging, it pops up page one of the document as a preview, but without downloading the document from Imaging zoom in on the page. Sometimes the text is too small to read or not clear.
3 votes -
Imaging - Extend Screen Time Out
Can you please add an option to extend the log in screen from appearing after only 90 minutes in the new imaging? I have mine set to 90 minutes, but it routinely times out after much less than that, which means I am constantly needing to log back in with my password, and then the text verification. This is very wasteful of time. I would prefer an option to turn it off completely as I log off of everything and clear my cache daily anyway. There is no security risk of someone in my home seeing these files and it…
1 vote -
New imaging
Add a button in the new imaging to scan documents into files similar to old imaging, instead of having to save to computer and then upload
3 votes -
Redtail Imaging integration with Windows file explorer
Using Redtail Imaging or CRM Documents requires the user to upload a document. This process is easy, but it does require an additional step. Currently when a document is created for a client it then must be scanned and saved to a "local" destination and then uploaded to the respective Redtail location. If a document is downloaded the same procedure is required: download to a local destination and then upload it to Redtail. Since both Imaging and CRM Documents are cloud storage like OneDrive or Google Drive it would streamline the process of getting documents into the client's profile if…
3 votes -
Redtail Imaging Updates showing on Notes section
For Redtail imaging, when the client or we add a file into the client's "folder", can you make it so that there is a note created when the file is added? This would make it convenient for me to see the majority of the activity on the client's account in one place. This example carries through when an activity is completed and so this would assist with consistency.
1 vote
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