imaging link to CRM
When in a client's document area, it would be helpful to:
1. Upload to RT Imaging from there
2. Go directly to the client that you are in when you click on "launch imaging"
We've added part of this suggestion! The contact can now be directly launched from Imaging to the CRM. From the CRM, the contact's direct folder can be accessed.
-
Marcus commented
I especially agree with #2!
-
Arlene commented
LINK REDTAIL IMAGING TO REDTAIL ACCOUNTS
The status on an older request for this same item says complete BUT AS OF TODAY, 06/21/17, IT IS NOT SO. I just spoke to Chad who confirmed there is no link between REDTAIL IMAGING AND REDTAIL ACCOUNTS, ONLY THE CRM DOCUMENTS ARE ATTACHED TO ACCOUNTS.AW
-
Alyssa commented
When I'm viewing a client, then click "Documents" it should take me directly to folder of the client I'm viewing instead of making me start from the beginning.