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Release Note Focus: Two highly requested Redtail mobile updates just released!

Category: New Features, Release Notes
Redtail CRM Mobile App

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:

tap photo icon

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

select mobile photo

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.

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.