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. 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 →
  2. Default activity settings- Mobile App

    Add a feature to allow the user to edit the default Activity Type and Category on the mobile app.

    Example:
    Type: Appointment
    Category: Review Meeting

    7 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  3. 10 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add ability to select an activity template when creating a new activity in the app

    We rely heavily on the activity templates we have created to assign tasks. It would be a huge improvement if we could select from the templates when creating an activity in the app.

    10 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  5. Count of Activities on Mobile App

    I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. Thanks.

    6 votes
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    1 comment  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  6. Accessing documents in Activites using mobile app

    Our firm travels and we rely heavily on the CRM app. We love the feature of adding documents to an activity, but figured out the hard way that you can not access those documents via the mobile app. It would be great if Redtail can update the mobile access to be able to access all documents that are attached to the activities.

    7 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  7. repeating activity in app

    You should have the capability of creating a repeating activity from the mobile App

    3 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  8. 4 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Linked Activity Notes

    If you add a note via the mobile app, you should be able to create an activity from it, or be able to link it to an activity when using the full version of redtail.

    31 votes
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    2 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add the option to create recurring events

    Calendar: option to create a re-occurring event. Ie weekly, monthly, every other week etc

    137 votes
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    6 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
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