Contact Record photo upload

We’re excited to announce that Redtail mobile users can now upload contact photos from the Redtail CRM app.

To do so, tap on a contact’s photo (or photo icon) within the app and elect to replace it with a photo from their phone’s photo library or take a new photo with their phone’s camera for immediate upload:

You’ll then see options to take a photo or choose a photo from your library:

After selecting your option there, you can then follow onscreen prompts to add your new contact photo to the record.

Add/Edit Repeating Activities within Redtail Mobile

You now have the ability to create repeating activities from the mobile device – previously the mobile version of Redtail CRM only allowed you to create single-instance activities. Additionally, you can create custom repeating schedules for these activities and/or edit the recurrence schedule as necessary.

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!

We recently made updates to the mobile app to provide you both visual cues and greater flexibility with regard to the icons on display at the top of Contact Cards within the app.

Beneath a contact’s Name and Profession, you’ll see you have a single-tap option to call, text, email, map, or view website information from the Contact Card:

This holds true for each page of the contact record in the app.

With the new updates: the icons for these Contact Card options are now blue if any contact info is present for the icon in question, meaning if the Call icon is blue, there is at least one phone number listed for the contact. If no phone number is present, the icon would instead be grey (as Web is in this example). If there is only one phone number, tapping that icon will prompt a phone call to the contact. If more than one phone number is present, you’ll see a menu prompting you to select the number you’d like to use:

The same logic holds true for each of these methods of contact (Text, Email, Map, Web).

We’re excited to announce a brand-new version of the Redtail CRM Mobile app! The app has been completely overhauled and will be updated regularly going forward. Our team has aimed for feature-for-feature parity with prior versions of the app, while also addressing user feedback. This update includes highly requested new features with the redesign of major pages like the Calendar. Some of the new features include:

• the ability to add contacts and attendees to new activities
• the ability to edit contacts and attendees on existing activities
• days of the week included in the calendar’s date picker
• calendar week view and agenda list view
• the ability to delete activities
• the ability to view multiple users’ calendars simultaneously
• the ability to view your Contacts A-Z (all contacts)
• an all-new card view for activities on the Today screen with a quick complete option
• the ability to quickly dial/text/email primary contact info from any page in a contact record
• the ability to view completed activities from the calendar
• the ability to copy text to your clipboard

We welcome and appreciate your ongoing feedback, and our team will continue to work on new features to improve your Redtail mobile experience!