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Release Note Focus: Workflows and Contact Favorites added to Redtail Mobile!

Category: New Features, Release Notes
Redtail CRM Mobile App

Workflows are now accessible in Redtail Mobile!

You’ll now see a link to Workflows from your navigation menu in Redtail Mobile:

workflows from menuFrom that main Workflows page, you can also click the “My Tasks” tab to access your Workflow Tasks:

my tasks tab for workflows

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:

favorite contacts in app

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.

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.