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!
12 results found
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Provide more/easier alternatives for uploading into folders
Would love automatic backup of certain (client) folders on my local hard drive into Imaging so as not to require a select and upload type of transfer into Imaging. (I do have cloud backup of my entire local hard drive into another service, but would love a seamless integration into Redtail CRM through the Imaging service.)
Or even a right click on a file/folder on my hard drive and have an option to upload into Imaging.
All of the current uploading methods take too much work; too many steps in the workflow. The effort is not worth the benefit of…
109 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Allow folders to be collapsible in Redtail Retriever.
In Redtail Retriever, it would be so helpful to allow all folders to be opened at the same time, instead of clicking through 4 folders to find a document, you could collapse one folder and view every sub folder and document within. This would be EXTREMELY help with navigation and retrieval of documents. I find myself clicking around a lot just to find what I'm looking for, even in a very organized file system.
4 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Make Retriever for Imaging Mac-Compatible
Any progress yet with making Retriever compatible with a Mac for uploading docs into Imaging? Our office is migrating to Macs and it'd be nice to have the quick drop with Retriever when we need to efile a large portion of documents.
232 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Default Library in Retriever
I would like the ability to set a default library that comes up within Retriever for Imaging. It would be helpful to jump to the library I work with most by default.
3 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Imaging Retriever- add keyboard shortcuts.
I'd like to do things in retriever using keyboard shortcuts-- ctrl+x to cut, ctrl+v to paste, ctrl+n to create a new file. The only keyboard shortcut that works is F2 to rename a document or folder.
9 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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In Retriever for Imaging allow for more tabs across the top or allow the existing tabs to be renamed.
Currently the tabs are labeled Client, Corporate, Unfiled and User Libraries. It would be nice if I could rename them to fit my needs or add be able to add additional tabs.
1 voteThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Ability to add Index from Retriever for Imaging.
It would save me SO MUCH time if I could add institutional indexes from retriever. Maybe as an option with a right-click? I feel like there should be a "quick-index" feature where I can automatically index 4-5 fields (that I can set in my preferences/settings)for faster indexing and bulk uploading.
9 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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36 votes
This suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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search function in retriever
When using Retriever for Imaging, why is there no search function/feature? In 'Imaging,' there is. To find a client/folder, I must start at the top and work my way down all the way to the folder I am trying to upload to.
Instead, there should be a 'search' button where the client name can be typed in, and the results would show any/all folders with that client name.
19 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Allow the user to turn off the "close imaging?" confirmation box
When shutting down the computer, if I have Retriever minimized, the dialog to confirm closing the program will halt the entire shut down process. If I've walked away from the computer, I may come back the next day to find my shut down did not occur due to this unnecessary step, Thank you.
6 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Enlarge the "upload queue" window in Retriever for Imaging
It only displays about 8.5 documents.. would be helpful to be able to resize, especially when uploading 50+ documents at once. I feel like I'm looking through a keyhole constantly. Thanks
6 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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Ability to increase the font size in Retriever for Imaging.
For those of us who are aging - it would be nice to be able to increase the font size of Retriever for Imaging. Support suggested using the Ctrl+ button, but that does nothing.
14 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
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