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Redtail Imaging

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report)!

We want to hear from you! How can we improve our CRM software to better serve your business?

We know that you have fabulous ideas and would love to hear what you need our document storage products to do in order to help you transition your office to a paperless environment!

Please use this section to let us know how Redtail Imaging should work, look, and feel!

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7 results found

  1. Appending & Prepending

    It would be great if we could append & prepend documents to existing files.

    4 votes
    Received  ·  0 comments  ·  Files/ Folders  ·  Admin →
    How important is this to you?

  2. Checking for duplicates in "New Imaging"

    In the old "Retriever for imaging" we used to be able to upload an entire folder tree (and its contents) and "Retriever" would check the existing folder tree on your side for duplicates and ONLY upload NEW ITEMS within a folder. Can you please make that upgrade in "New Imaging". We find it incredibly cumbersome and really impossible to remember which files we need to upload per each client, per each client folder. The computer used to do all the comparative work for us and only upload what was new. That was fantastic! Thanks for your consideration!!!

    6 votes
    Reviewed  ·  1 comment  ·  Files/ Folders  ·  Admin →
    How important is this to you?

  3. Show number of Images in a Folder/Subfolder

    It would be very helpful to be able to see how many Images are in each Folder/Subfolder indicated by a number in between parentheses on the right hand side of each menu next to the Date Added and Size Fields.

    18 votes
    1 comment  ·  Files/ Folders  ·  Admin →
    How important is this to you?

  4. Folder / subfolder overview

    Give an option to see a diagram (overview) of all parent folders/subfolders when creating a template. It would be helpful to be able to see the general overview of the entire file with all folders and subfolders shown on one screen.

    29 votes
    3 comments  ·  Files/ Folders  ·  Admin →
    How important is this to you?

  5. 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.

    53 votes
    Planned  ·  4 comments  ·  Files/ Folders  ·  Admin →
    How important is this to you?

  6. Email attachment from imaging

    Please make it easier to attached in a file from Imaging into an outlook email to be sent. please please please :)

    72 votes
    9 comments  ·  Files/ Folders  ·  Admin →
    How important is this to you?

  7. Provide an option to grant client access to a folder or subfolder..

    The feature is mentioned here: http://corporate.redtailtechnology.com/library-views-library-actions-and-statistics-in-imaging/. The feature appears to have never gotten off the ground. If, like with Dropbox, we could provide an email link to the folder, that would help us share documents with CPA's, attorneys, and clients that we work with.

    76 votes
    7 comments  ·  Files/ Folders  ·  Admin →
    How important is this to you?
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