Mobile App

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We want to hear from you! How can we improve our mobile application of Redtail CRM so that you can use it to quickly and efficiently access your database while on the go? Which features would you love to see added? Which features are vital in order for you to be able to do business from your phone?

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  1. Default activity settings- Mobile App

    Add a feature to allow the user to edit the default Activity Type and Category on the mobile app.

    Example:
    Type: Appointment
    Category: Review Meeting

    3 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  2. Elevate Phone App for VOIP integration

    In addition to the current VOIP options (Jive, etc), it would be helpful if you included the integration for Elevate. This is the app we use in our office. It does feature an integration with Salesforce CRM.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  3. App notes

    App > Recent Notes.
    My team reviews all items every day. The web based version is great for this. But the mobile app doesn’t have a “Recent Notes” tab! Please fix!

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow Switch-In Users in the Mobile App

    Please allow us to be able to switch to another database within the mobile app. As a switch-in user, I would like to be able to access my other databases in the mobile app.

    18 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add documents to a contact record from the mobile app

    It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Access Contact info from the calendar

    It would be great if, when viewing an activity in the calendar, you could click on the linked contact and be taken to their Contact page, instead of having to go to Contacts and then search for them there.

    16 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Redtail Mobile - toggle for "view appointment" or "edit appointment"

    On the new Redtail Mobile it does not appear to be possible to copy information from the calendar view, however, if you tap on the appointment you run the risk of editing the appointment when you're really just trying to see an expanded view or copy information.

    Many offices have one person responsible for calendaring but many people viewing the calendar. Accidental edits from users just trying to get further information could be problematic. Giving the user an opportunity to toggle between "click to view appointments" or "click to edit appointments" will prevent accidental edits.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. color code activities in the app the same colors as in the desktop version

    The new app is a great improvement, but since we have MANY activities daily, we purposely use color codes to quickly find appointments, etc visually. In the app, we cannot do so because they activities are not color coded and so have to read through each one. We end up just pulling up the desktop version on the phone because that is faster.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add face id to the mobile app

    Allow face id login on the mobile app on ios.

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. 59 votes
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    9 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Dark Mode Option

    New app feels like I’m working on the sun. Dark mode would be a nice upgrade.

    8 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. 9 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add ability to select an activity template when creating a new activity in the app

    We rely heavily on the activity templates we have created to assign tasks. It would be a huge improvement if we could select from the templates when creating an activity in the app.

    9 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  15. Mobile App Upgrade

    Please include a better Dashboard in the Android app. It would be nice to see a better Dashboard with a Practice Overview (AUM, etc.) in the mobile app so that I could use it more to run my practice.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add a "what's new" view to the App

    I'd like to be able to quickly see what's going on in the office when I am out via the RT app. Could you add a "what's new" view similar to the recently added notes view on the full version?

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add “notify user” to notes in mobile app

    Please add a way to “notify a user” in the mobile app. We use this for the advisor to notify the admin of new work that needs completed.

    45 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Count of Activities on Mobile App

    I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. Thanks.

    6 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  19. mobile app MFA

    We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.

    Thanks

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Accessing documents in Activites using mobile app

    Our firm travels and we rely heavily on the CRM app. We love the feature of adding documents to an activity, but figured out the hard way that you can not access those documents via the mobile app. It would be great if Redtail can update the mobile access to be able to access all documents that are attached to the activities.

    7 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
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