Add a "Call History" log similar to "Email History"
Add a log for phone calls that can have an associated client, sound (call recording) file, description, and time and date. It would be nice to have this set up on the contact overview page so that an overly filtered report or search wouldn't need to be done every time. This would be especially useful to have on hand when a client calls so that no matter which team member or employee answers, they can quickly and efficiently see all phone communication with the client.
Integrations with providers like RingCentral could be added to help pull the calls into the log automatically, just like emails to and from email addresses in Redtail are automatically entered in the email history. If a client calls from a phone number on file in Redtail, the call would be automatically saved in the log associated with that client.
Even better would be the ability to launch a task from the call log, i.e. if a client calls and asks for a document, a task could be created for a team member to email that doc to that client as they log the call.
Caitlin Miller
shared this idea
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!