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. 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.

    1 vote
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 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 →
  5. Keep info when switching between apps

    The other issue I had was that the app wouldn’t stay where it was (for lack of a better explanation) when you open another app. You said it’s supposed to work that way but can you make the suggestion of the opposite? There are so many times that I’m in the middle of adding a note and have to go to an email to copy and paste back in redtail app and all previous info I put in is gone. This is frustrating and seems counterproductive.

    3 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Mobile App Upgrade

    Please include a better Dashboard in the Android app. It would be nice to see a better Dashboard with a Practice Overview (AUM, etc.) in the mobile app so that I could use it more to run my practice.

    1 vote
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    0 comments  ·  Other  ·  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. 3 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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