Imaging - Streamline Log in Process
Currently, users need to log into Redtail CRM, then navigate to the Puzzle icon, then scroll down to Redtail Imaging, then click Visit Site, then on a new window, click Login, then scroll down to New Imaging, then enter credentials, and then get a verification code before we can access our Imaging files. This is very cumbersome. Can you please make Imaging available as a left side bar item similar to "Today" or Calendar?" Or at the very least, as a button to click on once that takes you directly to the login screen?
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Jennifer Morris
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