redtail imaging application to be able to see documents from phone
create an application or a way to pull up documents from your phone or tablet within your redtail imaging account
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Luke Baumgarten commented
Allow files and pictures to be uploaded to a clients record under Redtail Imaging, to the CRM upload or another method.
This feature would be nice because so many clients communicate through email and will often send pictures through email of statements or other documents that would be convenient to upload from a mobile device.
Have an App that can be downloaded that allows access to your imaging files, like OneDrive has
Create a mobile app that allows me to scan a document with my phone's camera, convert to PDF, and upload to a client's imaging folder. Or better yet, put this in the existing Redtail app
create app to view redtail images on mobile device
Scott Cousino commented
The ability to access our imaging documents through the mobile app would be very helpful. It's nice to have the freedom to stay mobile, but this feature not being available is a limiting factory to that flexibility. Thanks!
Deavel Wealth Advisors commented
Great! Please keep us posted
The ability to go into the CRM app from a smart phone or tablet and access documents directly from the client contact group would be great.
Kelly Brewer commented
We have employees that are working out of the office on an iPad regularly. They are able to get into the classic version of RedTail and work but they have no access to the saved documents online except for the painfully slow imaging website. It would be very good to have the Retriever be an app that provided a window to the save docs like the Retriever for the desktop.