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 “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.

    19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. "Note" Filter Option Needed on IPad and IPhone versions of Redtail

    There is no note filter on the IPad version of Redtail. This is very frustrating when away from your desktop and have a client on the telephone and you are unable to locate a specific note to reference. It is not convenient to scroll through pages and pages of notes. It makes you almost want to scream.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 13 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add the ability to copy notes in the mobile app when i add the note

    Add the ability to copy a note to another contact on the mobile app like you can on your PC.

    19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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