Linking to CRM
When you are a creating a folder, it would be excellent to have the option to link it to the CRM on the same screen.
Even better would be to start by selecting a CRM record and have imaging generate a folder name based on the CRM record.
It wastes a lot of time to have to create a folder, then scroll through the entire database to find that folder and link it, and then be sent back to the database a second time to have to scroll through and find the folder to add images to it.
Anonymous
shared this idea
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Angie
commented
If you start in Redtail, go to your contact, documents, launch imaging, imaging opens to the contact folder if there is one. If there isn't one, we like the option to make one from here and autolink it to the contact that we started with.
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Anonymous
commented
Every Client we have has a folder in Retail Imaging, it would be nice when we add a client to the CRM if a folder either based on the Contact ID number or client name was automatically generated in Imaging and linked to the CRM.