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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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46 results found

  1. 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:

    https://support.redtailtechnology.com/s/article/CLASSIC-REDTAIL-IMAGING-Product-Overview-Imaging-18-27

    3 votes
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  2. Aditional features

    love the new Redtail imaging and all the features. Light years better than the last version. I would just like to suggest small features that I think will make a huge difference. Right now, the icons to scroll through pages in a doc, are located at the bottom of the screen, so you have to scroll down for every page. Can we have those arrows moved to the middle of the page so you can access the buttons no matter what you are on the page. Also, is it possible to have zoom-in or out buttons? Sometimes the documents or…

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    Reviewed  ·  0 comments  ·  Retriever for Imaging  ·  Admin →
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  3. 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…

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  4. imaging

    It would be nice to be able to scroll through an imaging document again instead of clicking to each page.

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  5. Redtail Imaging

    Would love to be able to append documents to existing files.

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  6. 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.

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Redtail Imaging

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