Include linked client name in search results in Redtail Imaging
The search results in Redtail Imaging return document name, document folder, file size and file type. It would be helpful to have the linked client name as a column for quick reference.
Or even better it would be helpful if the search results were editable by user so each user could choose which columns to display.
7
votes
Kirk A. Kreikemeier
shared this idea
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Deavel Wealth Advisors
commented
Ditto - right now the only way to find out where something came from (in a search result) is to look up the "View Details" button and then go to the folder. It's 3 clicks when it should be 0, and it takes you away from the search results just to look up where this file came from.