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.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
As we use templates to setup a new client and not every client needs all of the template folders it would be nice if the folders that have documents go bold or something so when in the CRM it is easier to see which folders actually have client documents when looking for something.
Kim Wines commented
Color Folders would be extremely helpful in designating Main/Master Folders.
Jenny Meyer commented
Can this be added to the first level as well. I have multiple advisors that I support and all their client documents are in Redtail Imaging. Would like to know which client belongs to which advisor.
Be nice to add more than one color option since some clients are shared.
I would like the ability to change the color of the folders that I have. It would be easier to keep track of if the client has many different accounts