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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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46 results found

  1. 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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  2. Link Multiple Folders to One Contact

    As it stands, you can only select one folder to link with each specific client. Please add the ability to select multiple folders.

    57 votes
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    2 comments  ·  Contact Linking  ·  Admin →
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  3. 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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    1 comment  ·  Other  ·  Admin →
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  4. Provide an option to grant client access to a folder or subfolder..

    The feature is mentioned here: http://corporate.redtailtechnology.com/library-views-library-actions-and-statistics-in-imaging/. The feature appears to have never gotten off the ground. If, like with Dropbox, we could provide an email link to the folder, that would help us share documents with CPA's, attorneys, and clients that we work with.

    76 votes
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    7 comments  ·  Files/ Folders  ·  Admin →
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  5. Pre-Populate Index Fields

    It would be a real time saver if we could choose to have specific fields pre-populate when we add our Personal Indexes to a client folder. Since we already create the fields for those Indexes, why can't we also have the system pull the information for a few chosen fields from CRM?

    Even better would be to have it do so on the Folder level and have it copy down to all the docs in that folder.

    133 votes
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    4 comments  ·  Indexing  ·  Admin →
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  6. Please add security levels definable by user, such as only an admin user can alter index listsor

    Please add security levels definable by user, for example, ONLY an admin user can alter or delete index lists or delete folders, or delete templates, etc.
    Also, multiple security levels for various types of "rights".
    Thank you
    Kive

    110 votes
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    11 comments  ·  Permissions  ·  Admin →
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