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. 8 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Dark Mode Option

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

    5 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Making Appointments on the App

    We have an advisor who spends most of his time out out of the office... we would like creating appointments to be more intuitive. It currently is too "clicky"... and needs to be streamlined a bit.


    1. When setting the date, if it is for example 6 months out and will occur in the following year, it would be nice if it would automatically change to 2020, instead of the advisor doing it.
      2.. The date "wheel" for month, day, and time should be able to go forward and backwards, for ease of use...

    Thank you!

    21 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. 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.

    6 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  7. Faster Redtail CRM App

    Hi,

    I just started using the brand Redtail CRM application from the App Store. This update is much better than the old version.

    However, it seems like it is very laggy as it has to load all the information every time a new screen is selected. Hence, making it frustrating to use it.

    Will the load time be fixed in future updates of the app?

    Thanks

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    1 vote
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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. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add face id to the mobile app

    Allow face id login on the mobile app on ios.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. Please create a calendar widget for the mobile technology

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

    34 votes
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    1 comment  ·  Calendar  ·  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. 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 →
  18. 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.

    11 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Accessing documents in Client Record using mobile app

    Our firm travels and we rely heavily on the CRM app. We love the feature of adding documents to client accounts, 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 a client file.

    96 votes
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    8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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