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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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6 results found

  1. Make it easier to move files from folder to folder

    When moving a file from one folder to another on Redtail Imaging, you cannot move more than one file at a time. Additionally, when trying to move files, you must go through each folder, which is extremely time consuming. There should be an easier process for moving files through Redtail Imaging.

    242 votes
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    31 comments  ·  Files/ Folders  ·  Admin →
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  2. Utilize the SIZE column in the imaging library

    In the imaging library it would be very helpful to have the size size column populated with a # so we can tell if that file has a document in it or not. We have a very detailed file system and not all clients will have a file in a particular category. If the size column had a # in it we would know if there is a file or document available.

    117 votes
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    Completed  ·  9 comments  ·  Files/ Folders  ·  Admin →
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  3. Get rid of checkboxes

    Allow me to select items by clicking on the line instead of having to click in that tiny little checkbox or on the hyperlink.

    5 votes
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    0 comments  ·  Files/ Folders  ·  Admin →
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  4. Notification of corrupted file?

    Sometimes when I upload a file into Redtail Imaging it is corrupted but I don't know it. I only find out later when I try to download it. This is bad because if I delete it from my drive then I don't have it! It would be great if there was some kind of green checkmark or similar notification that told me the file(s) was not corrupted.

    21 votes
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    0 comments  ·  Files/ Folders  ·  Admin →
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  5. Ability to retrieve a deleted file

    In RT Imaging - to be able to retrieve a document after it's been deleted. To be able to run a deleted report and undeleted item

    27 votes
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    1 comment  ·  Files/ Folders  ·  Admin →
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  6. Please add an option to check and download multiple documents via zip file

    I believe, as of now, that if you wanted to download multiple client files, you have to download them one by one. It would be nice if we could check multiple (or all) files and download them quickly into a zip file.

    12 votes
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    0 comments  ·  Files/ Folders  ·  Admin →
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