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?

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow spouse to be added from iPad and Android app

    When adding a contact from the iPad or Android App, I can not find a place to add a spouse. This is available on the full website. It would be nice to have on the apps as well.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Pull up QuickLists of Contacts

    Quick list view of contacts

    56 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow search by other criteria such as category

    I want to search by client/prospect type

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow to search calendar for specific dates

    Search for a specific date and dates past next month

    45 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 401 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    26 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  7. 21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
1 2 4 Next →
  • Don't see your idea?

Feedback and Knowledge Base