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. 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 →
  2. Add Dark Mode Option

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

    5 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. Login PIN for mobile app!

    PIN Number for login on smartphone app!

    I would like to see a 4-digit pin to login into my phone app so I can quickly access my calendar instead of trying to remember my password that has to be changed every ten minutes.

    24 votes
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    3 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. 21 votes
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    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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