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Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app

Category: New Features, Release Notes
Redtail CRM Mobile App

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:

TODAY SEMINARS

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

active seminars collapsed

 

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:

ACTIVE SEMINARS

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:

SEMINAR 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:

SEMINAR ATTENDEES AND GUESTSFeedback

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!

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.