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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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 -
Redtail Imaging
Can you please add a Contacts A-Z search option at the top of Redtail Imaging? A similar search to that of the CRM where the alphabet is at the top of the page and you can go to the client folders via last name versus scrolling down the entire list.
12 votes -
Multi Select Move Tool in Redtail Imaging
It would be nice to move multiple folders at once in Imaging instead of clicking each individual folder, waiting for the list to load and then move that one folder. Would cut down a lot of time.
9 votes -
Move documents in imaging to other folders in bulk
its a PIA if I have 20 documents I need to move to a new folder. Why cant we have an option to move in bulk, just like we can delete in bulk
9 votes -
Increased RedTail Imaging Storage Display
Our business has recently closed in on 10GB worth of data on RedTail Imaging. I asked for our capacity to be increased to 20GB and was told it was added to our bill. While we do have the extra storage now, it is NOT reflected on the data chart in RedTail Imaging. I've asked two reps now why has it not been updated and their response is quite disappointing as it is simply "not available" in the system. How does a technology company not have something that basic? So now How am I to know when our storage capacity is…
9 votes -
retriever for imaging
Please bring back retriever for imaging for desktop
9 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 -
In Redtail Imaging, add the ability to edit a document directly within Redtail Imaging.
Instead of first downloading a file, working on it, then re-uploading it. Would be nice if (like in dropbox) user could just open it in Imaging (or Retreiver) and have it launch in the appropriate application (word, excel, ppt etc) and then 'save' back to Imaging directly.
8 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
In Redtail Imaging .. allow users to add a common folder to all records. For example, add a folder "Duty of Care" to all records in redtail imaging to easily store the form
6 votes -
Appending & Prepending
It would be great if we could append & prepend documents to existing files.
4 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 -
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 -
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 -
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 -
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 -
Export
In RTI being able to export an excel sheet of folders linked/not linked to a contact. Something to run a report for unlinked to CRM folders would be perfect and for linked folder the names(s) of the CRM contact it is linked to.
We have well over 1,000 client folders in RTI, dating back to 2015. Cleaning up broken/incorrectly linked folders is a daunting task; especially done manually.
3 votes -
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 -
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
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