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. 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 →
  2. 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 →
  3. 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?

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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.

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

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

    4 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 4 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. mobile app needs to show what kind of account a client has

    On the mobile app, we need to be able to see what kind of account the customer has. Right now, it only shows the first line in the CRM-company. If an account is an IRA, pacific Life, etc.

    5 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. "Note" Filter Option Needed on IPad and IPhone versions of Redtail

    There is no note filter on the IPad version of Redtail. This is very frustrating when away from your desktop and have a client on the telephone and you are unable to locate a specific note to reference. It is not convenient to scroll through pages and pages of notes. It makes you almost want to scream.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Enable workflows on the mobile app

    We would really like to see workflows enabled on the mobile app.

    Thanks,

    67 votes
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    7 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 13 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 46 votes
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    6 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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