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.