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!
47 results found
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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 -
Parent Folder Options in Imaging
Currently in Imaging 2, if you need to modify the name, or change anything about the folder you are in, you have to navigate out of the folder, re-find the folder, then make your changes. If would be great to have a parent folder options bar at the top when you are within a folder that allowed you to rename it, link contacts, etc. Otherwise it is very redundant, and for those of us with databased with over 1000 entries, it is tedious to have to navigate.
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 -
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 - Moving files easier
When moving a file in Imaging, the "Move to" modal should default to the current path, not all the way back at the root folder.
3 votes -
Redtail Imaging
Would love to be able to append documents to existing files.
1 vote -
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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