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Release Note Focus: private activities can now be created from Redtail Mobile!

Category: New Features, Release Notes
Redtail CRM Mobile App

Private activities can now be created from Redtail Mobile!

When creating an activity in the app, you’ll now see that you have an option to select your Privacy Options:

select privacy options

After tapping that area, you can then choose specific attendees or teams (or yourself only) to have access to the activity once it has been saved.

Styling options for Description fields now available!

You can now add styling to Note, Workflow, Opportunity, and Activity description text in the app with bold, underline, italic, and list options:

mobile styling

This update also includes performance improvements and bug fixes in Calendar and Activity Management areas.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.