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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. Ability to print directly to Redtail Imaging

    Having the ability to print to Redtail Imaging, such as an email or a word document, without creating a PDF first then having to drag & drop.In addition when printing a document to RT Imaging, the option to append or prepend to an existing file inside o f Redtail Imaging.

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  2. moving documents

    The ability to move documents with a drag-and-drop option vs. the painful move popup window. It is extremely cumbersome to move a document or multiple documents or folders to anyone below a B in the alphabet. And if they are towards the bottom, plan on spending 15-20 minutes of dragging the scroll bar and waiting and waiting and waiting.

    If a drag-and-drop isn't available, can the move popup box be bigger, and can the number of clients that show be longer or load faster, or maybe a search box at the top of that move box that lets the end…

    3 votes
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  3. zoom feature

    The ability to zoom in on a document (similar to Adobe Reader) from within the Imaging viewer window. For example, when you click on a PDF in Imaging, it pops up page one of the document as a preview, but without downloading the document from Imaging zoom in on the page. Sometimes the text is too small to read or not clear.

    3 votes
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  4. redtail imaging application to be able to see documents from phone

    create an application or a way to pull up documents from your phone or tablet within your redtail imaging account

    63 votes
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    9 comments  ·  Other  ·  Admin →
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  5. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
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    23 comments  ·  Other  ·  Admin →
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  6. add a button allowing for instant access between Imaging and CRM from any page.

    Currently, getting to and from Imaging and CRM requires too many clicks. It would be nice to instantly access imaging from any page in CRM, and vice versa.

    16 votes
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