Workflows are now accessible in Redtail Mobile!

You’ll now see a link to Workflows from your navigation menu in Redtail Mobile:

From that main Workflows page, you can also click the “My Tasks” tab to access your Workflow Tasks:

From there, you can view, edit, or complete any Workflow Tasks assigned to you.

Contact Favorites now visible in the app too!

In June of this year, we added the ability to “favorite” contacts within your database (read more about that here). Now, you can see an indicator of your Favorite Contacts within the app as well:

Note that you can use the icons at the bottom of your Contacts page to switch between viewing your Favorite contacts, your Contacts A-Z list, or a list of your Recently Viewed Contacts. You can also now set your preference between Favorites, Contacts A-Z, and Recently Viewed as the default view for your Contacts screen from your Settings & Preferences screen in the app.

Additionally, the “favorite” icon will display on each of these screens, as well as on the individual contact record screen next to a contact’s name.

Quick access to contact records from Seminar Attendees list

Finally, tapping a Seminar Attendee’s name will now take you to their contact record within the app.

Link documents and multiple accounts to a note

As part of our ongoing efforts to assist advisors with their efforts to comply with Reg BI requirements, we’ve added the ability to link documents to notes within Redtail CRM. Documents can be added to existing notes from their Actions menu:

Or, you can upload documents to attach to a note at the time of the note’s creation:

Also to help assist with Reg BI requirements, you can now select more than one account to link to a note. As with linking documents, you can do this from the Actions menu for an existing note or during note creation.

Reporting updates

To coincide with the above updates, we’ve added a Document by Notes Report and updated the Notes by Contact Report to include a column indicating linked documents.

Seminar attendees update

This one isn’t related to Reg BI compliance, but many subscribers have requested the ability to delete multiple attendees at a time from the Manage Attendees page of a Seminar. This bulk capability is now available.

Addition of Seminars

We’re excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, making on-the-go client event management more streamlined than ever before!

Upon login, you’ll see a new Seminars menu item, offering one-tap access to the Seminars in your CRM:

Tapping that option will then display cards for all Active Seminars in your database:

 

Collapsed Active Seminar cards display the Seminar’s date and time, its name, and an excerpt of longer descriptions (if any present). If you tap a collapsed card, it will expand to display its Date and Time, the Seminar’s name, its location, the number of Attendees and Guests, and the full description of the event:

Tapping the Location field for your event will prompt your Maps application to open. If enough information is present to correctly map the location, your Maps application will do so.

Tapping the Attendees and Guests area will display your lists of Attendees:

If, as in the example of Claude Johnson above, the Attendee has guests attending with them, you can tap their name to then see those guests:

Feedback

You’ll also now see prompts within the app to leave feedback after you’ve had a chance to use it and see how it can facilitate on-the-go client management. We encourage you to take advantage of that opportunity, as it lets us know what you love about the app, and where you believe it can be improved to meet your needs. Our team will continue to work on new features to improve your Redtail mobile experience!