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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  1. 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 →
  2. 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 →
  3. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 62 votes
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    10 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to jump to tomorrow from "today"

    It would be convenient on the mobile app to be able to jump to tomorrow from today rather than having to go to calendar and then select the date. Having to essentially go "backwards". Small issue but more convenient.

    11 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Calendar Filter on App. This is very important

    It would be very helpful to filter everything on the calender in the app like we can on the desktop version

    14 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please create a calendar widget for the mobile technology

    A calendar widget would be amazing so you didn't have to log in everytime.

    35 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Navigate option in App Calendar

    It would be nice to have the NAVIGATE option in the Redtail App Calendar so that we can jump to a specific date (ex: 6 mo out) without having to load each month until we get to where we want.

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Set Privacy Options in Calendar

    Add the ability to select Privacy Options when scheduling an event in Calendar.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. It would be great to be able to filter your activities on the app like you can on the full version, such as Past due and Next 7 days.

    It would be great to be able to filter your activities on the mobile app like you can on the full version, such as Past due and Next 7 days.

    33 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  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. Allow to search calendar for specific dates

    Search for a specific date and dates past next month

    45 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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