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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!

I suggest you ...

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4 results found

  1. 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 votes
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    2 comments  ·  Admin →
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  2. 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 votes
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    0 comments  ·  Admin →
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  3. 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
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    Received  ·  2 comments  ·  Retriever for Imaging  ·  Admin →
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  4. Appending & Prepending

    It would be great if we could append & prepend documents to existing files.

    4 votes
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    Received  ·  0 comments  ·  Files/ Folders  ·  Admin →
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