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. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. Mobile Access to Tag groups

    We should be able to have quick access to tag groups via the mobile app. Sometimes I need to find contacts that I don't know are affiliated with a specific area of my practice and I can't currently do this because the app only allows you to search by individual contact names

    4 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Include department tab on business page mobile app

    There needs to be a way that you can pull up the departments of the company on the company's profile page within the mobile app. There should also be a way to link existing contacts to the department page of the company and hyperlink to their own profile page.

    16 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Permissions (contact, activity, notes, etc) need to be added to mobile app

    We have multiple advisors and employees with specific permissions for viewing particular contacts, notes, activities etc. By not having the ability to add permissions in the mobile app, I am unable to add any new activities, contacts etc with the proper permissions.

    29 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow Next Review Date to be visible on the Contact screen

    It would be beneficial if the Next Review Date was available to users of the mobile app. It is something the agents would benefit from when they are viewing contact information, etc.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to see the memberships through the mobile application

    Ability to see the memberships through the mobile application. When dealing with businesses, being able to see the employee contacts associated with the business I would think would be a very basic CRM requirement for everyone.

    10 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. view and edit/add user defined fields on mobile app

    user defined fields on mobile app
    Must be able to see user defined fields and the responses in mobile app. This is where I track important information not able in the rest of the system.
    ID's of certain programs I provide
    %'s on fees I charge
    $ fee collected over certain periods
    Dates of certain documents
    etc

    35 votes
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    Reviewed  ·  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add the Ability to add a Photo from the App

    It's seem like a common sense idea that I should be able to add a contacts photo from the app.

    It should behave in the proper way and I should get a pop up asking me if I want to take a new photo or use my camera roll.

    102 votes
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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow spouse to be added from iPad and Android app

    When adding a contact from the iPad or Android App, I can not find a place to add a spouse. This is available on the full website. It would be nice to have on the apps as well.

    7 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Pull up QuickLists of Contacts

    Quick list view of contacts

    53 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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