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Tyler Fridrich

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My feedback

3 results found

  1. Include Activity subject in email subject line

    43 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  2. Preview documents

    56 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Tyler Fridrich supported this idea  · 
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    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
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    4 comments  ·  Redtail Imaging » Indexing  ·  Admin →
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    Tyler Fridrich supported this idea  · 
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    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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