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. 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 →
  2. improve search efficiency

    if I search and only 1 match comes up, you should display the contact card directly instead of requiring me to click on the one match and wait again for the system to return the contact information. This is really basic and actually dangerous when I am driving. Yes, it would be even safer if you could integrate with SIRI for the query.

    6 votes
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    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow search by other criteria such as category

    I want to search by client/prospect type

    8 votes
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    1 comment  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
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