Mobile App

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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. mobile app needs to show what kind of account a client has

    On the mobile app, we need to be able to see what kind of account the customer has. Right now, it only shows the first line in the CRM-company. If an account is an IRA, pacific Life, etc.

    11 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. "Note" Filter Option Needed on IPad and IPhone versions of Redtail

    There is no note filter on the IPad version of Redtail. This is very frustrating when away from your desktop and have a client on the telephone and you are unable to locate a specific note to reference. It is not convenient to scroll through pages and pages of notes. It makes you almost want to scream.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. Allow Next Review Date to be visible on the Contact screen

    It would be beneficial if the Next Review Date was available to users of the mobile app. It is something the agents would benefit from when they are viewing contact information, etc.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 13 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to see the memberships through the mobile application

    Ability to see the memberships through the mobile application. When dealing with businesses, being able to see the employee contacts associated with the business I would think would be a very basic CRM requirement for everyone.

    13 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. ok google to make appointments

    Sync the program with OK Google (or Siri I suppose) so that you can make appointments, tasks, events through OK Google right into Redtail. This would be a pretty awesome additional feature. Being able to say "OK Google, set appointment for this day with this client" would be a huge time saver.

    17 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. please add capability to add a new account or policy to an existing client while using the mobile app..

    I am auditing existing files to make sure all existing files are entered into redtail. I can't carry my desktop pc into the file room and can't be running back & forth from the file room to my desk all day long. I need to be able use my android phone to add the missing New clients and add missing accounts to existing clients.

    12 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. improve search efficiency

    if I search and only 1 match comes up, you should display the contact card directly instead of requiring me to click on the one match and wait again for the system to return the contact information. This is really basic and actually dangerous when I am driving. Yes, it would be even safer if you could integrate with SIRI for the query.

    6 votes
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    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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 →
  17. 22 votes
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    1 comment  ·  Accounts  ·  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. 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 →
  20. 26 votes
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    3 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
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