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Overview
The integration between Laserfiche and Redtail CRM allows for users to access client documentation stored in Laserfiche from the Redtail CRM interface. By clicking the Laserfiche button located in Redtail CRM provides full Laserfiche access to corresponding documentation. This Integration utilizes Laserfiche Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit Template data.
The Administration Configuration Page allows for mapping between Laserfiche Template Fields and CRM Entity Attributes to optimize the searching within Laserfiche. Upload a Laserfiche briefcase to create specific subfolder structures, in the event that a client folder structure does not already exist in Laserfiche. This feature ensures that users will find or create the appropriate contact within Laserfiche when using the Integration.
The Administration Configuration Page allows for mapping between Laserfiche Template Fields and CRM Entity Attributes to optimize the searching within Laserfiche. Upload a Laserfiche briefcase to create specific subfolder structures, in the event that a client folder structure does not already exist in Laserfiche. This feature ensures that users will find or create the appropriate contact within Laserfiche when using the Integration.
Features
- Includes an administration configuration options page to map CRM attributes to Laserfiche Template Fields to optimize searching.
- Allows for full access interaction with respective client files.
- Provides for a full Repository view of Laserfiche Documentation.
- Utilizes Laserfiche Web Access functionality for document interaction.
- Includes Scan, Upload, Edit, Export, Delete, and LF Search options for documents, folders, briefcases, and Template data.
Specifications
Product Edition:
V.1Languages Supported:
EnglishRequired Laserfiche Products:
- Laserfiche 8.0 or higher
- Web Access 8
- IIS 6 or higher
Pricing
| Name | ID | Type | List Price |
|---|---|---|---|
| Redtail Integration with Laserfiche | CD2710 | Software | $1,000.00 |
Publisher
Cities Digital is a document management solutions provider specializing in creative solutions using Laserfiche. Cities Digital has been partnered with Laserfiche since 2002. The solutions that Cities Digital has built have benefited hundreds of Laserfiche users nationally. The Cities Digital suite of products is designed around expanding the functionality of ECM through smarter integration.
Other Products:
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- ACT! Integration by Cities Digital
- Unfetterfiche by Cities Digital
- Tamarac Integration by Cities Digital
- New World Integration by Cities Digital
- MagniPost by Cities Digital
- Outlook Email Archiver by Cities Digital
- Microsoft CRM Integration by Cities Digital
- Finance Logix Integration with Laserfiche by Cities Digital
- Administrative Dashboard For Laserfiche by Cities Digital
- Orion Advisor Services Reporting Integration by Cities Digital
Contact
Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Chicago and Los Angeles.
Phone: 651-714-2800
Fax: 866-592-7343
globeWeb: www.citiesdigital.com/explore/products/laserfiche-integrations
E-mail: sales@citiesdigital.com
Support
The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche's opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.