Redtail CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Alphabetizing the favorited contacts in the mobile app

    Please make the favorited contacts to be alphabetized. Contact favorites are alphabetized on the website but not the app.

    1 vote
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  2. biometrics

    Is there a reason biometrics was removed as a login preference on the mobile app? Please stop making the app harder to use instead of easier and less secure instead of more secure.

    1 vote
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  3. Enable RT app contacts to sync with phone (app > Phone)

    Enable RT app to sync with phone (app Contacts > Phone Contacts)

    3 votes
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  4. In the app, show all recent notes from all clients similar to the web.

    I think the Andriod app is not very useful at all. I remote into my computer browser to open retail to see my client contacts recently. I should be able to do this on the go with my app.

    1 vote
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  5. Add copytalk to the Redtail mobile app

    Please add copytalk to the mobile app.

    1 vote
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  6. allow Face ID as a way to sign in to the mobile app

    Allow Face ID to be enabled as a way to sign in to the mobile app.

    3 votes
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  7. Redtail mobile app update

    On Redtail mobile app ability to give user option to have a default of all select users so you do not have to select all every time login

    1 vote
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  8. push notifications for birthdays

    I would just like to have the mobile app send a push notification to the device at a designated time prior to a client's/contact's birthday.

    1 vote
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  9. See description of two ideas below.

    Both of these ideas relate to the Redtail iphone app. 1. Make the default on the calendar page "me" as opposed to the current default of "all users". 2. Don't let the app. close out automatically when the user navigate to another app on their phone. Keep the Redtail app open for at least 15 minutes before automatically closing it.

    1 vote
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  10. android

    The android app is portrait only. While on a small device that's fine, on a large tablet (e.g. Samsung Galaxy S7+) that is used almost always in landscape, the app should autorotate as do nearly all Android apps. There's no setting to even manually rotate.

    1 vote
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  11. reminders tab on mobile

    Adding the Reminders tab on the mobile app so I can check things like birthday's

    1 vote
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  12. Delete

    The ability to delete a contact from the mobile app. Currently I do not see a feature to do so, but also the ability to select multiple to delete at the same time would be great too.

    1 vote
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  13. 6 votes
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  14. Redtail app improvement

    I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.

    1 vote
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  15. Add workflows to Mobile App

    We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.

    15 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Please add the SUFFIX field to the contact search results view.

    We have many "Jr., III", etc., & you can't tell which one is which in the App!
    Thanks,

    6 votes
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  17. Identify on the app which contacts are ACTIVE vs INACTIVE.

    Identify on the app which contacts are ACTIVE vs INACTIVE or not even show the inactive one. On the app I am unable to identify so I am constantly entering notes incorrectly into the wrong (inactive or old duplicate) contact.

    1 vote
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  18. App notes

    App > Recent Notes.
    My team reviews all items every day. The web based version is great for this. But the mobile app doesn’t have a “Recent Notes” tab! Please fix!

    12 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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    This 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!

  19. Allow Switch-In Users in the Mobile App

    Please allow us to be able to switch to another database within the mobile app. As a switch-in user, I would like to be able to access my other databases in the mobile app.

    43 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Add documents to a contact record from the mobile app

    It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.

    10 votes
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