Doc viewer within the CRM Doc Storage Page
Every time I need to view a document in the CRM document storage area I have to download to my computer to open it in Adobe. This causes a duplicate document to be placed in my download file. Redtail needs an embedded viewer on the CRM documents storage area to be able to examine within Redtail.
24
votes
Gary Collins
shared this idea
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Steve Davis commented
It has been suggested that Chrome can be used to toggle on a pdf viewer instead of downloading the pdf, but this does not work for Redtail. (It does work for other applications like email though). Please make this a priority.