Option to go back to record instead of at the top in imaging
It would be REALLY awesome if in imaging instead of it going back to the top of the client list (alphabetical) it would go back to the client you were in. When I'm uploading statements I have to scroll down after every single client because it kicks me back to the top. Having the option would be nice.
This is greatly improved in New Imaging! Check it out and let us know if you have any questions: support@redtailtechnology.com
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Glenn Downing commented
Currently If I am working, say, in Jane Doe's file, and then go back, I'm taken to the beginning of the alphabet. It would be so much easier if I could just go back to the Doe listing, so I could then do what I need to do for the spouse, or someone nearby in the alphabet.
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LMichel commented
Once you link a client, the screen returns back to the top of the client library. It would be nice to automatically return back to where I started.
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Glenn Downing commented
For example, I'm in the Retriever client list. I have files for Mr. X and Mrs. X. I go into Mr. X, drag and drop a document, and then hit the back key. I am taken to the top of the alphabet - it would be much easier to go right back to where I was - Mr. X - so I could then tab down to the wife and move her documents into imaging. Much easier for me.
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Glenn Downing commented
This would be especially convenient if, say, I looked in a husband's file for a document, and then needed to look into the wife's, and their last name was Young.