OneNote
I use OneNote and would love it it integrated somehow with RedTail. I see there is an Evernote integration so I am not sure why OneNote isn't an option
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
Agreed, having OneNote be an option would be very helpful
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Anonymous commented
I would love to open a client in CRM and take handwritten meeting notes on my iPad Pro during meetings and have them automatically save under that date for that client.
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David Y. commented
Allow linking OneNote notebooks to a contact record much as we can now with Evernote notebooks.
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Matt commented
Andrew--I would love to discuss how you are using OneNote for client file & note organization. Would you like to connect?
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Anonymous commented
Is there a potential for OneNote integration like EverNote?
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Eric commented
We spend way too much time retyping the notes we take in meetings into the notes fields. It would be nice to be able to eliminate the need to write on paper and just write notes directly into the notes field using a touchscreen, i.e. iPad or Surface Pro.
It is a different experience for a client when you are taking notes than when you are typing notes. They seem to feel like you are connecting and focusing more with them when you are writing notes than if you are typing them.
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Anonymous commented
Heaven forbid that Redtail get closer to Microsoft. Silly Andrew, MSFT is their competitor and they will do nothing that brings you closer to Outlook.
Which, inevitably, is what OneNote would do.
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Andrew commented
An integration with Microsoft OneNote could probably solve 25% of the requested changes or enhancements in this forum. It allows each user to customize organized files and notes into an endless number of tabbed sections.
OneNote is a robust and powerful note taking and note organizing tool that works like a huge, organized, notebook with an endless number of tab or sections. It’s a mixture of Microsoft word, excel, project and more.
Information in onenote can be saved and organized in a fully customized fashion, and then search for the information when needed.