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Lone McCord

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  1. 142 votes
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    Lone McCord supported this idea  · 
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    Lone McCord commented  · 

    Adding a way to sync a doc or a picture or a file would be helpful too!

  2. 160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Lone McCord supported this idea  · 
  3. 22 votes
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    Lone McCord supported this idea  · 
  4. 9 votes
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    Lone McCord commented  · 

    Rocketbook also transcribes clearly written notes. They also have a way to record whiteboards coming out in may 2019. It is an excellent next generation tool!
    You can print out pages to take notes on for free. So it is easy to test to see if it is something you could use. There are apps for both Android and Apple. They seem to work very well.

    Another idea would be to use the Zapier functions to link it into our CRM. This would work if you allowed a document to be added through the Zapier API into a task or appointment.

    Lone McCord supported this idea  · 
  5. 1,924 votes
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    Lone McCord supported this idea  · 

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