Mobile App

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report)!

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. 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  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    18 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    5 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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.

    6 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  6. mobile app should be able to add a contact to an existing activity

    Would like to add a name/contact to existing activity in the mobile app.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to jump to tomorrow from "today"

    It would be convenient on the mobile app to be able to jump to tomorrow from today rather than having to go to calendar and then select the date. Having to essentially go "backwards". Small issue but more convenient.

    8 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Calendar on mobile app

    Calendar on mobile app is not user friendly. The only option is to move through months one at a time and it lags, so getting to future dates is frustrating. There should be an option to choose a month other than just trying to scroll through them all.

    32 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please create a calendar widget for the mobile technology

    A calendar widget would be amazing so you didn't have to log in everytime.

    28 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Mobile app needs better security

    When the app is first installed on your phone, it requires you to enter your user name and password. Then that's the end of the security. Whoever has the phone in their hands has full access from that point on.

    Due to the very sensitive and confidential client information we hold, the app should require either a 4 or 6 digit passcode or a fingerprint scan EVERY time the app is accessed (even if it was open in the background while other apps were being used on the device).

    As it stands now, when I wake my phone from 'sleep…

    12 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Set Privacy Options in Calendar

    Add the ability to select Privacy Options when scheduling an event in Calendar.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Mobile App calendar view

    Several months ago when you updated the Mobile app for Redtail CRM, one of the changes you made was the calendar full view. In the old version, we could view the whole month and each day’s activities were listed for each day.

    NOW, you get the full month calendar but there is a DOT in the center of each day (if that day has at least one activity) and we have to click on the day we want to find out what is scheduled for that day. This is time consuming and not productive.

    PLEASE rethink putting the full activities/day…

    25 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. The mobile app should be able to create contacts in the phone

    Allowing the mobile app to create records for contacts in the phone

    4 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  14. 7 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  15. Display all user calendars at one time on mobile app just as is possible on desktop

    Being able to view all schedules collectively for each day, would be very helpful instead of having to move back and forth clicking on each individual user. Allowing a "select all" option would be helpful.

    287 votes
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    26 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. sync with android contacts

    I would appreciate having Redtail sync automatically with my Android contact list. When I add a new client/contact in Redtail, that person would also be added to my Android contacts or vice versa. That would provide caller ID on my cell phone when one of my Redtail contacts is calling me.

    9 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  17. Link contact to activity when editing activity in iphone/ipad app

    Currently you can link contacts when setting up a new activity via the iphone/ipad app; however, you cannot linked (or remove) contacts when editing the activity via the iphone/ipad app. This is especially important when an activity is created in Outlook and then synced to RedtailCRM, and a user wants to go back in and link a contact to that activity.

    1 vote
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  18. Mobile app - The ability to delete activities while using the mobile app

    Currently there does not appear to be an ability to delete an activity from a user's calendar while using the mobile app. (iPhone version). There is the ability to "edit" the activity/mtg/etc.... but within the edit options there is no ability to delete an activity.

    As a practitioner who is often away from the office or "on the road", it would be very helpful to be able to cancel an activity if a client or I need to cancel.

    160 votes
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    16 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  19. Fix the clock entries for activities

    Very slow to use activity add on mobile phone (Android). Calendar spins with poor control and requires two hands. Badly designed.

    10 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  20. Non-Head of Household Contact Addresses Do Not Show on RedTail App

    In the RedTail App, Non-Head of Household Contacts (i.e. spouse of "Head of Household" contacts) Do Not Have an Address Listed on their RedTail APP Contact Card.

    When you Open the Edit Address Field in the BROWSER Version of RedTail, it notes that it is a "Shared Address" from the Head of Household.

    I'm not sure if this is where the problem stems from?

    But in any event, this is an issue that Needs to be Fixed. **Addresses Should be Visible on ALL Contact Cards, Not Just the Head of Household's.

    Thank you.

    6 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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