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. 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 →
  2. 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 →
  3. mobile app MFA

    We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.

    Thanks

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 3 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  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. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. allow search by phone number on mobile app- thanks!

    Would be great to be able to search by phone number on Mobile App. Many times I'm on the road and need to know who just called, for a call I missed.

    8 votes
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    2 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  13. there is not an option to add an Employer for a new contact via the mobile app.

    I enjoy RedTail, but would love to have more options via IPad so i can work confidently anywhere. Currently there is not an option to add an Employer for a contact via the mobile app when you are adding someone new. Often you meet someone in the field and you have an ipad with you. Can we consider this?

    8 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. View full contact name in mobile app

    I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.

    12 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Show Family Info in App

    Show family overview and membership info in the contact list on mobile app.

    7 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 4 votes
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    0 comments  ·  Activity  ·  Flag idea as inappropriate…  ·  Admin →
  18. Mobile Access to Tag groups

    We should be able to have quick access to tag groups via the mobile app. Sometimes I need to find contacts that I don't know are affiliated with a specific area of my practice and I can't currently do this because the app only allows you to search by individual contact names

    7 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. Include department tab on business page mobile app

    There needs to be a way that you can pull up the departments of the company on the company's profile page within the mobile app. There should also be a way to link existing contacts to the department page of the company and hyperlink to their own profile page.

    19 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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