NEW: Folder Actions Available In Redtail Imaging

From your Details Panel for any folder in Redtail Imaging, you'll find various options for working with your folders. To access that panel, you can simply click anywhere on the row for that folder to the right of the folder name:




Let's break down everything you would find in the Details Panel for a folder:


At the very top of the panel, you'll see the folder's name - in this case the folder is named Crane, Melissa.

Directly beneath that you'll find the Details section which includes the folder's size (316.5KB), its Location within your Imaging folder structure, and the date and time the folder was created as well as who created it.

Between the folder's size and those other details, you'll find five Action icons:


If you hover over each of these, you'll see a tooltip displaying what the icon is for. In order though, these icons allow you to:

At the bottom of the panel, you'll find that you can view, add, or remove contacts from Redtail CRM who are linked to the folder. Learn more about that here.

Also, you'll find that you can view or add Indexes to your folders. Learn more about that here.

Finally, at the very bottom of the panel you can view a History of actions taken with the folder, beginning with its creation. Learn more about that here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk