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. 401 votes
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    26 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. Add the Ability to add a Photo from the App

    It's seem like a common sense idea that I should be able to add a contacts photo from the app.

    It should behave in the proper way and I should get a pop up asking me if I want to take a new photo or use my camera roll.

    102 votes
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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Accessing documents in Client Record using mobile app

    Our firm travels and we rely heavily on the CRM app. We love the feature of adding documents to client accounts, 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 a client file.

    96 votes
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    8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Enable workflows on the mobile app

    We would really like to see workflows enabled on the mobile app.

    Thanks,

    67 votes
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    7 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. 62 votes
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    10 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Pull up QuickLists of Contacts

    Quick list view of contacts

    56 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add “notify user” to notes in mobile app

    Please add a way to “notify a user” in the mobile app. We use this for the advisor to notify the admin of new work that needs completed.

    46 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. view and edit/add user defined fields on mobile app

    user defined fields on mobile app
    Must be able to see user defined fields and the responses in mobile app. This is where I track important information not able in the rest of the system.
    ID's of certain programs I provide
    %'s on fees I charge
    $ fee collected over certain periods
    Dates of certain documents
    etc

    38 votes
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    Reviewed  ·  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. Permissions (contact, activity, notes, etc) need to be added to mobile app

    We have multiple advisors and employees with specific permissions for viewing particular contacts, notes, activities etc. By not having the ability to add permissions in the mobile app, I am unable to add any new activities, contacts etc with the proper permissions.

    30 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add the ability to copy notes in the mobile app when i add the note

    Add the ability to copy a note to another contact on the mobile app like you can on your PC.

    28 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Email report

    For the mobile app, have a report for "recently added emails". The same way you have "recently added notes" and "activities". This would make it very handy to review ALL client emails that come in - especially when I'm out of the office for any reason.

    26 votes
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    3 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  19. 26 votes
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    3 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Seminars Do Not Show on Calendar on the App

    You need to show the Seminars on the Calendar on the App.... I am using the app during the seminars and can't view when the seminars are scheduled. This really needs to be updated on the App along with the seminar time being blocked out on the calendar.

    25 votes
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    3 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
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