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?
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Austin Johnson (per user request) commented
it would be ideal that when entering an individual’s employer you are presented with a dropdown of all existing business’s. This would ensure that duplicative alternative versions of the same business/firm don’t start accumulating.
Andres Romero commented
On the RedTail mobile app, when looking at a client, it shows their job title but not the company where they work. Please include the company title in the client description on the mobile app.