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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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10 results found

  1. Permission Folders

    There should be a Permissions feature available in Redtail Imaging for Folders. For example, a financial advisor that has their own folder with individual client folders within it should have the ability to be the only one with Permission to view their own folder (outside of database owner of course). It shouldn't be setup so that everyone can view each other's client folders, especially given the stepped up focus on cyber security and identity theft. I am really surprised this hasn't been corrected yet. Thank you.

    466 votes
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    35 comments  ·  Files/ Folders  ·  Admin →
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  2. 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
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    4 comments  ·  Files/ Folders  ·  Admin →
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  3. 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 :)

    69 votes
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    9 comments  ·  Files/ Folders  ·  Admin →
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  4. 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

    174 votes
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    21 comments  ·  Other  ·  Admin →
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  5. 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 votes
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    2 comments  ·  Contact Linking  ·  Admin →
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  6. Imaging rearrange folders not alphabetical

    Be able to rearrange the folders within imaging besides alphabetizing.

    8 votes
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    0 comments  ·  Files/ Folders  ·  Admin →
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  7. 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 votes
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    1 comment  ·  Other  ·  Admin →
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  8. 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 votes
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    7 comments  ·  Files/ Folders  ·  Admin →
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  9. 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 votes
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    4 comments  ·  Indexing  ·  Admin →
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  10. Provide a quick preview of imaged documents.

    in the imaged documents, it would be great if I could see a quick preview of the document as you can do with a split screen view in windows. that way you would not have download the file to view it.

    147 votes
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    4 comments  ·  Files/ Folders  ·  Admin →
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