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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.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    It would be great if the mobile app displayed birthdays on the today page since I like to call clients on their birthday but if I am away from the office using the mobile app i don't see the birthdays for the day

  • Anonymous commented  ·   ·  Report

    the mobile app - doesn't show the birthday reminders like my desktop redtail

  • Anonymous commented  ·   ·  Report

    The birthday should pop up in the current date your on. Just like appointment

  • Anonymous commented  ·   ·  Report

    We would like to see a version the Birthday Reminder on the Mobile app like we see currently on the desktop version.

  • william mihm commented  ·   ·  Report

    Extremely important to my practice. Would be nice to have on mobile app calendar

  • Angela commented  ·   ·  Report

    Adding ability to see Birthday / Anniversary reminders on calendar within Mobile App

  • Anonymous commented  ·   ·  Report

    I would like to see birthday's on the app so I can personally reach out to those who's birthdays are on the weekends and I am not in the office.

  • Michael Granito commented  ·   ·  Report

    See birthdays for contacts / clients. Can't do this on ipad currently

  • Anonymous commented  ·   ·  Report

    Make a birthday report for the app!

  • Katie commented  ·   ·  Report

    500 server error when trying to get birthday report

  • Anonymous commented  ·   ·  Report

    We would like for our annual reviews and our birthday reminders to show up on the mobile app's calendar. Currently only our activities are showing up on the mobile app calendar. We would like to set alerts on our phone for meetings and birthdays.

  • Matt Suszan commented  ·   ·  Report

    Would be nice to have this appear in a window/widget on dashboard rather than have to open up the birthday reminder list

  • John Arnold commented  ·   ·  Report

    Include "day of" to birthday reminder option on the full site and mobile app. This way wherever you are you can quickly see who has a birthday today and call them on their actual birthday. Without the "day of " option, you would forget to call a person on their actual birthday

Redtail CRM: Mobile App

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