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30 votes
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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33 votesAnonymous supported this idea ·
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81 votesAnonymous supported this idea ·
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73 votes
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!
Anonymous supported this idea ·An error occurred while saving the comment
This would allow us to Click a phone number in CRM to dial, incoming calls would prompt a search of CRM from caller ID data, schedule activities, and make notes about a call without having to search for a client. This would be very useful for our office and would make it easy to make notes in CRM when anyone takes a client call.