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. Show actual month in calendar view

    When in the scrolling calendar there is no month (January, February, etc) that shows in the header. If you are scrolling ahead, it’s easy to get confused as to what month you are viewing. If you could add that information somewhere in the header it would be useful.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

    This feature is in development! Redtail Developers are currently working on this feature and it can be expected in an upcoming release. There is no exact timeline due to the feature having to pass internal QA before rolling out. This suggestion is remaining open and can continue to gather votes and comments!

  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.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  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.

    34 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  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. It would be great to be able to filter your activities on the app like you can on the full version, such as Past due and Next 7 days.

    It would be great to be able to filter your activities on the mobile app like you can on the full version, such as Past due and Next 7 days.

    33 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Color code calendar activities the same as the desktop version

    I would like to see a weekly calendar view in the mobile app look the same as the desktop - where different activity types have different colors assigned to them.

    19 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. 46 votes
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    6 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow Calendar to Filter Activities by Type, Category

    When I view the calendar on my phone, it shows ALL activities... I don't want all my tasks to show, as they are many.. there opening screen shows all those... I just need the calendar to show my Appointments, etc...

    please create a setting so that we can chose what shows on our calendar.. much like the desktop version ! :-)

    36 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make contact name visible on mobile app Calendar

    When using the mobile app the contact name does not appear on the calendar. You have to manually click on the event to see who the contact is. It would be helpful to be able to see it without the extra step.

    148 votes
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    5 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. add client review reminder to the mobile ap

    It would be nice to the reminders for client reviews - the same way that birthday reminders - show on the mobile app.

    42 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow to search calendar for specific dates

    Search for a specific date and dates past next month

    45 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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