Mobile App

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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. Add Product and Type to Account Info In App

    I need to be able to see the Product and Type fields from my accounts in the RedTail app.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Mobile notes

    I need to see all of the notes for all clients on the mobile app. Everyday, everyone in my office reads all notes. That is impossible on the mobile app! The Mobile app only shows notes at the client level. Please fix!

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Default privacy settings

    I’ve been waiting for the ability to create a private activity using the mobile app. It’s great that the new update allows that. Can you add the ability to set a default privacy setting in the app as well? All my activities and notes are for my team only and not having to change the privacy and then the team manually on each event would be great.

    1 vote
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create a “To-Do” List with all past due and current activities regardless of due date

    Currently the Microsoft to do list app allows users to see all outstanding activities in one spot regardless of the due date. The only way to accomplish that in Redtail now is by making all activities due on the same exact date and then searching the calendar on that date. It would be great to see all uncompleted activities through the mobile app in one place regardless of due date.

    7 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  5. 6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Searchable notes through entire database. For example, if I am trying to remember a contact, forgot name but remember something In Notes

    For example, I forgot an individuals name, but remember something specific I wrote down in notes. searching that will allow me to find him years later.

    4 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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,

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. workflow items in mobile app

    I'm loving the updates to the iphone app! I would love the ability to see my workflow items on the calendar. Is this possible?

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Recurring and Privacy fields to new activity form

    On the mobile app you can enter every field for a new activity with the exception of the Privacy Option and the ability to make the activity recurring. I'm not sure why these pieces were left off when all the other items are available just like the desktop app.

    6 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  12. Three day view on calendar in app

    I would LOVE to be able to view the calendar in the app in a three day view - like you can in Google calendars - where you can see the day laid out, complete with the unscheduled time shown as open space. For me, not being able to view open space in my calendar is a real downside.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Elevate Phone App for VOIP integration

    In addition to the current VOIP options (Jive, etc), it would be helpful if you included the integration for Elevate. This is the app we use in our office. It does feature an integration with Salesforce CRM.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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!

    9 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    18 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    7 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Redtail Mobile - toggle for "view appointment" or "edit appointment"

    On the new Redtail Mobile it does not appear to be possible to copy information from the calendar view, however, if you tap on the appointment you run the risk of editing the appointment when you're really just trying to see an expanded view or copy information.

    Many offices have one person responsible for calendaring but many people viewing the calendar. Accidental edits from users just trying to get further information could be problematic. Giving the user an opportunity to toggle between "click to view appointments" or "click to edit appointments" will prevent accidental edits.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add face id to the mobile app

    Allow face id login on the mobile app on ios.

    13 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. 62 votes
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    10 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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