Would be great to initiate calls from within plannr from the client record, using Ring Central (or generic other voip provider if possible), with the call recording saved to the client record automatically on completion of the call. Similarly, an inbound call from a client number held in plannr, auto tags the call notes and call recording to the client record
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Accepting Feedback
Feature Request
Integration
About 4 years ago

Nick Smith
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Accepting Feedback
Feature Request
Integration
About 4 years ago

Nick Smith
Get notified by email when there are changes.