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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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2 results found

  1. Imaging - Copying Indexes with Copied Folders

    It would be extremely helpful if copying folders from a template folder also copied any indexes that may be attached to those folders or if there was an option to copy indexes with folders.

    Another helpful feature would be an option to have sub-folders inherit certain indexes, or apply an index to all sub-folders so that indexes like First Name or Last Name would be consistent throughout without having to assign each folder individually or rename each folder from a template to include info like the client's name.

    It would help exponentially with transitioning to Redtail Imaging from another vendor.

    6 votes
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    0 comments  ·  Files/ Folders  ·  Admin →

  2. Add general folders to multiple client folders, without having to go into each folder.

    When you have a lot of client folders in Imaging and you would like to add a folder saying "notes" into all the folders, it is very difficult and time consuming to go into each individual folder and add the general folder. I would be much easier and faster if you could create the general folder and select the client folders you would like to add it to.

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    3 comments  ·  Files/ Folders  ·  Admin →
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