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?

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Dark Mode Option

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

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  9. ok google to make appointments

    Sync the program with OK Google (or Siri I suppose) so that you can make appointments, tasks, events through OK Google right into Redtail. This would be a pretty awesome additional feature. Being able to say "OK Google, set appointment for this day with this client" would be a huge time saver.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base