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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Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately
Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately
189 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
133 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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
Kive110 votes -
Provide an option to grant client access to a folder or subfolder..
The feature is mentioned here: http://corporate.redtailtechnology.com/library-views-library-actions-and-statistics-in-imaging/. The feature appears to have never gotten off the ground. If, like with Dropbox, we could provide an email link to the folder, that would help us share documents with CPA's, attorneys, and clients that we work with.
76 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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 :)
72 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Link Multiple Contacts at once in Imaging
Imaging allows multiple contacts to be linked to a folder. But each one has to be added individually. We should be able to link a husband and wife to their household folder without having to save the first person and locate the folder again from the home screen.
60 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Link Multiple Folders to One Contact
As it stands, you can only select one folder to link with each specific client. Please add the ability to select multiple folders.
57 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
53 votes -
Imaging Permissions
In Imaging, adding the ability to set permissions or restrictions on libraries, limiting who can view what library. We are an OSJ branch that has a few different users of our imaging capability. Unfortunately, we have no way to limit which user can view all of the imaging files. Everyone can see everything since there are no permissions in place.
49 votes -
CRM documents to Imaging documents
It would be VERY helpful if there was an easier way to get documents from the CRM documents to Imaging documents instead of having to download and re-upload into Imaging....should be smoother way to move them
36 votes -
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 -
Imaging -
Imaging - Create a process to be able to move images into folders without having to click 5 buttons for one movement. Click and drag if possible.
22 votes -
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 the ability to save documents attached to emails directly to Imaging.
We should have the ability to save attached documents from email directly into Imaging folders. Having to save a document to my computer before uploading/saving to Imaging is not efficient and leaves two copies of the same document in two places. If the document is a working document or is edited, it would be better to only have it one place.
18 votes -
IMAGING
When I create a new folder in imaging, please allow ability to merge to CRM contact at that time. Instead of having to create and then scroll down or search for and then have to merge to CRM contact.
18 votes -
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 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Linked Documents in Activity from Imaging
It would be so very useful to be able to link a document to an activity from the record's linked Redtail Imaging folders. If you are referencing completing or creating something for a client you can include the version in the activity, only saving it in one place.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add a button allowing for instant access between Imaging and CRM from any page.
Currently, getting to and from Imaging and CRM requires too many clicks. It would be nice to instantly access imaging from any page in CRM, and vice versa.
16 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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
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