Tyler Fridrich

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Include Activity subject in email subject line

    46 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

  2. Preview documents

    56 votes
    2 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Tyler Fridrich supported this idea  · 
    An error occurred while saving the comment
    Tyler Fridrich commented  · 

    I agree. Not only for CRM document storage, but previews for RT Imaging files as well.

  3. Pre-Populate Index Fields

    133 votes
    4 comments  ·  Redtail Imaging » Indexing  ·  Admin →
    How important is this to you?
    Tyler Fridrich supported this idea  · 
    An error occurred while saving the comment
    Tyler Fridrich commented  · 

    Pre-populating from CRM also solves the issue of tagging preferred names which are often different than legal names. How do other Imaging users deal with this?

    Because search for tags doesn’t appear to accept partial strings, a client named Joseph, would never be found by performing a search for Joe.

    Multiple values for index fields are also necessary. If a document applies to Joe and Jane, both names should be tagged without having to have multiple instances of that document stored on Imaging.

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