Start or Return to a Client Chat from Client Record in One Click
We noticed that when a client agrees to RT Speak, they have a nice … symbol next to their mobile phone (I like this).
It would be nice if we could “click” on that, or even click on the menu drop down to the right of the mobile phone, and launch RT speak with that client from there.
Otherwise, we have to go to the RT speak section, scroll down and find their name at the bottom.
This suggestion is either not possible or not planned at the current time.
Technology changes all the time though! The same suggestion can be added as new.
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Clinton Brown commented
It would be nice if a client is using Redtail Speak in their contact next to the mobile number is the icon of the bubble with three dots. It would be nice if we could click on that and it take us directly to the Redtail Speak conversation instead we have to go to the top of the page click on Speak icon and then find the clients name etc.