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.
21
votes
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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.