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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  • My feedback
  1. 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 →
  2. 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 →
  3. Add Linked Activity Notes

    If you add a note via the mobile app, you should be able to create an activity from it, or be able to link it to an activity when using the full version of redtail.

    19 votes
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    2 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  4. Change time slots to every 15 minutes and not 30 minutes.

    Instead of 30 minute increments, give option for 15 minute increments.

    23 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  5. please add capability to add a new account or policy to an existing client while using the mobile app..

    I am auditing existing files to make sure all existing files are entered into redtail. I can't carry my desktop pc into the file room and can't be running back & forth from the file room to my desk all day long. I need to be able use my android phone to add the missing New clients and add missing accounts to existing clients.

    12 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Seminars Do Not Show on Calendar on the App

    You need to show the Seminars on the Calendar on the App.... I am using the app during the seminars and can't view when the seminars are scheduled. This really needs to be updated on the App along with the seminar time being blocked out on the calendar.

    22 votes
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    2 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. Add the ability to copy notes in the mobile app when i add the note

    Add the ability to copy a note to another contact on the mobile app like you can on your PC.

    19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow Location in Activity to pull up device Maps app

    Add a google maps button next to the location field on the appointments details page. Then I can easily GPS my way to my next appointment.

    27 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    145 votes
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    5 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 22 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Email report

    For the mobile app, have a report for "recently added emails". The same way you have "recently added notes" and "activities". This would make it very handy to review ALL client emails that come in - especially when I'm out of the office for any reason.

    26 votes
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    3 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add the option to create recurring events

    Calendar: option to create a re-occurring event. Ie weekly, monthly, every other week etc

    134 votes
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    5 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  16. 26 votes
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    3 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    99 votes
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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Pull up QuickLists of Contacts

    Quick list view of contacts

    50 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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