Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

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  1. Mobile Assist notes - need to mark done when created

    On the dashboard of RedTail, where Mobile Assistant Messages are located, is it possible to somehow mark them done once they’re created in notes under client name? I don’t want to delete them from dashboard, but need a way to tell whose been done (created note) and if I’ve missed creating a note for the mobile message under respective client name. Maybe have created note turn a color or flagged.

    4 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  2. I would like to be able to choose a note category using mobile assistant

    I would like to be able to choose a note category using mobile assistant

    6 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Delete dictation after added to note or activity

    Our office is trying the mobile assistant application. When notes are uploaded to redtail, you have the option to save them but they stay on your homepage until you delete them. It would be great if they disappeared once the note was saved. Having to delete the note causes confusion if the note was saved.

    Mobile Assistant
    Copytalk

    20 votes
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    3 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Indicate note was added from dashboard

    I would like for the ability to have dictated messages (mobil assistant / copytalk) show up in the client note section AND at the bottom of the today page so I know the file was inputted without having to manually check it. Maybe have a notation next to it that says filed.

    11 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to print mobile messages that are not assigned and also by advisor

    Ability to print off mobile messages that have not been assigned and the ability to print by advisor.

    1 vote
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Copy talk to Redtail

    Is there a way that dictations can go into Redtail directly under the client’s name instead of them going to Redtail and then having to be manually moved to the client’s file?

    1 vote
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Filter mobile assistant messages

    User should be able to filter the messages that only they have created.

    9 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  8. subject line of copytalk

    When we copy a copytalk message from the dashboard to a contact's record -- why can't it also copy the subject line of the copytalk note?

    1 vote
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Permission Copytalk Messages

    I do not want my partners to see my copytalk messages on the dashboard and I do not want to see their's. Please consider adding this to the CRM. Thanks!

    31 votes
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    4 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Permission Mobile Assistant Dictations

    We need privacy for dictations so that only the person belongs to the Mobile Assistant account can see them on the dashboard.
    At the moment, anyone logging can see the dictations from anyone else.

    12 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Speakwrite

    Add Speakwrite services to the dashboard like Copytalk and Mobile Assistant. Go to www.speakwrite.com

    6 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Enhance Copytalk for multiple users

    Copytalk works great but there is no way to know who the copytalk message is coming from. It will be great that the accounts on copytalk and redtail sync in a way that when you click on my messages in the copytalk tab, would only the messages created by that person show. Or add another column on the copytalk messages field where is says who originated the message. The reason for this is because whoever created the message needs to input the message on the proper contact record and his/her name would appear as the originator of the note. if…

    7 votes
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    1 comment  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
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