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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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  1. Bulk Indexing

    Please add the option to add personal indexes in Redtail Imaging in bulk. We upload quite a few images/documents each quarter; adding indexes on each document separately is not productive at all. There are many ways to do this - you could add a feature in the Retriever that allows us to add indexes when we first upload the document; or allow the option to add the indexes to the folder containing the documents, which would then automatically add the indexes to each document within that folder. Please vote for this new feature - it would save A LOT of…

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    15 comments  ·  Indexing  ·  Admin →
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