Intergrate with PSIGEN (formally Cabinet NG)
We use PSIGEN for our document filing/storage in our office. Integration would be nice to be able to see our PSIGEN documents in Redtail for our clients.
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!
Just noticed that you "had" a Psigen integration and was very excited to link it up!!! When I tried to actually integrate I was disappointed to find this was no longer available? Please offer this integration! This is the exactly the type of integration we hoped to find when we signed up with Redtail to help with the reduction of multiple log-ins and create efficiencies in our business!
Thank you for your consideration!