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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 result found

  1. Search unlinked folders

    We need to be able to search Imaging for folders that don't have a CRM contact linked.

    If not a search, maybe add a sort option? We can sort by name, date and size. It would be helpful to sort by "linked" or "not linked."

    We need a better way to find unlinked folders in Imaging without opening up each index and scrolling down to look for missing link icons.

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