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1. OneNote

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   8 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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  ·  February 12, 2019  ·  Delete…

   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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   Anonymous supported this idea  ·  February 12, 2019

2. Add the option to have alerts / push notifications sent directly to the device

   411 votes

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   26 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  February 12, 2019