Redtail CRM Integration by Cities Digital

Date: 5/1/2011

Price: See Pricing

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.

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.1

Languages Supported:

English

Required 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

Contact

Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Austin, Los Angeles and Seattle.

2000 O’Neil Rd, Suite 150
Hudson, WI 54016

http://citiesdigital.com/explore/products/laserfiche-integrations

Phone: 651-714-2800

Fax: 866-592-7343

globeWeb: www.citiesdigital.com/explore/products/laserfiche-integrations

E-mail: sales@citiesdigital.com

Support

Web: citiesdigital.com/contact/support

E-mail: support@citiesdigital.com

Phone: 651-714-2800 x 1

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.