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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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4 results found

  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.

    18 votes
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    1 comment  ·  Files/ Folders  ·  Admin →
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  2. 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.

    29 votes
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    3 comments  ·  Files/ Folders  ·  Admin →
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  3. 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

    66 votes
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    9 comments  ·  Other  ·  Admin →
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  4. Please add security levels definable by user, such as only an admin user can alter index listsor

    Please add security levels definable by user, for example, ONLY an admin user can alter or delete index lists or delete folders, or delete templates, etc.
    Also, multiple security levels for various types of "rights".
    Thank you
    Kive

    110 votes
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    11 comments  ·  Permissions  ·  Admin →
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