ShareFile
When clicking "Documents" on a client, can we add the ability to make the default 'Document view' be ShareFile Documents for the entire database?
This would be selectable in Preferences->Contact Record->Default Document View.
John Brocker
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
2 comments
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John Brocker
commented
I posted this idea already here: http://feedback.redtailtechnology.com/forums/281220-crm/suggestions/39125605-crm-document-storage-default-view?tracking_code=91ef04f78382d2aec9683eb15a6a282d.
However, the person who responded did not address the idea, they only re-iterated what I acknowledged was current functionality."CRM Document storage only has default view preferences between the CRM and Imaging.
Please add the ability to either:
1) Sort the document views and make the uppermost option the default
2) Add more default views to the user preference of "Default Document View"
"Overall, our firm would like to select documents and have it populate the ShareFile documents for the user. If there is another way to accomplish this, we are open to it.
Thank you!
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Dan M
commented
CRM Document storage only has default view preferences between the CRM and Imaging.
Please add the ability to either:
1) Sort the document views and make the uppermost option the default
2) Add more default views to the user preference of "Default Document View"