John Brocker

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  1. 14 votes
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    2 comments  ·  Integrations » Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
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    John Brocker commented  · 

    I posted this idea already here: http://feedback.redtailtechnology.com/forums/281220-crm/suggestions/39125605-crm-document-storage-default-view?tracking_code=91ef04f78382d2aec9683eb15a6a282d.
    However, the person who responded did not address the idea, they only re-iterated what I acknowledged was current functionality.

    "CRM Document storage only has default view preferences between the CRM and Imaging.

    Please add the ability to either:
    1) Sort the document views and make the uppermost option the default
    2) Add more default views to the user preference of "Default Document View"
    "

    Overall, our firm would like to select documents and have it populate the ShareFile documents for the user. If there is another way to accomplish this, we are open to it.

    Thank you!

    John Brocker shared this idea  · 
  2. 3 votes
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    1 comment  ·  Mobile App » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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    John Brocker commented  · 

    Hi Lauren,

    I am not sure to what extent you are looking for "viewing Citrix ShareFile documents in RedTail", but there is an integration with ShareFile. Hope this helps: https://help.redtailtechnology.com/hc/en-us/articles/203976170-Citrix-ShareFile

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