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. 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.

    5 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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 →
  11. repeating activity in app

    You should have the capability of creating a repeating activity from the mobile App

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. Navigate option in App Calendar

    It would be nice to have the NAVIGATE option in the Redtail App Calendar so that we can jump to a specific date (ex: 6 mo out) without having to load each month until we get to where we want.

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. allow search by phone number on mobile app- thanks!

    Would be great to be able to search by phone number on Mobile App. Many times I'm on the road and need to know who just called, for a call I missed.

    8 votes
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    2 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  16. there is not an option to add an Employer for a new contact via the mobile app.

    I enjoy RedTail, but would love to have more options via IPad so i can work confidently anywhere. Currently there is not an option to add an Employer for a contact via the mobile app when you are adding someone new. Often you meet someone in the field and you have an ipad with you. Can we consider this?

    8 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. View full contact name in mobile app

    I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.

    12 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Show Family Info in App

    Show family overview and membership info in the contact list on mobile app.

    7 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 4 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
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