2023.6.9
2023-06-09
Bug fixes and improvements
2023.5.23
2023-05-24
Bug fixes and improvements
2023.3.9
2023-03-09
Bug fixes and improvements
2023.3.1
2023-03-01
Bug fixes and improvements
2022.10.4
2022-10-04
Bug fixes and improvements
2022.8.16
2022-08-16
Bug fixes and improvements
2022.7.19
2022-07-19
Bug fixes and improvements
2022.4.28
2022-05-02
Bug fixes and improvements
2022.2.17
2022-02-22
Bug fixes and improvements
2022.1.6
2022-01-10
Bug fixes and improvements
2021.9.30
2021-10-04
Bug fixes and improvements
3.12.0
2020-11-23
-We’ve added the ability to create private activities from the mobile app
-You can now add styling to Note, Workflow, Opportunity, and Activity description text with our new bold, underline, italic, and list options
-This update also includes performance improvements and bug fixes in Calendar and Activity Management
3.11.0
2020-09-21
-You can now see your Favorite Contacts. You can also set your preference between Favorites, Contacts A-Z, and Recently Viewed as the default view for your Contacts screen. Additionally, the "favorite" icon will display on each of these screens, as well as on the individual contact record screen next to the contact’s name.
-Tapping a Seminar Attendee’s name will now take you to their contact record.
-You can now view Workflows. You can also view, complete, and edit your Workflow tasks.
3.10.0
2020-08-11
-You can now take a photo of your client from your mobile device and upload it to their Contact Record, allowing you to make sure you always have the most up-to-date picture.
-In addition to single events, you can now also create and edit repeating activities from the mobile app!
-As with every update, we’ve also included bug fixes and performance improvements to make using the Redtail CRM app even better!
3.8.0
2020-05-27
We update the Redtail CRM app regularly, so make sure to install the latest version for all of the available mobile features. This version includes performance improvements and bug fixes.
3.7.0
2020-04-10
-Today page now shows first activity upcoming in the next week
-Calendar activities are easier to distinguish at a glance now that they are color-coded by activity type
-Font style was made consistent throughout the app
-Hyperlinks in descriptive text fields are now clickable and will open in your device’s default browser
-Activity Edit screen scrollbar location no longer shows up in wrong place on some iOS devices
3.6.0
2020-03-11
-Can now view a contact from Today and Calendar activities
-Activity type is now listed on the activity cards on Today and in the Contact Record
-Status bar fixed in dark mode
-Performance improvements
-Updated app logo
3.5.0
2020-02-26
-Updates to fix some repeated issues with the app crashing on certain screens
-Fix bug that was preventing users from accessing activities from the desktop app after they were edited in the mobile app
-Small change to the logo in the menu to fix some spacing issues
3.4.0
2020-02-18
In this brand-new version of the Redtail CRM Mobile app, you'll see that many of the same features you're used to have an entirely new look and feel! The app has been completely overhauled and will be updated regularly going forward. Our team has aimed for feature-for-feature parity with prior versions of the app but has also addressed and added highly requested new features, based on user feedback, when implementing the redesign of major pages like the Calendar.
3.3.0
2020-02-14
In this brand-new version of the Redtail CRM Mobile app, you'll see that many of the same features you're used to have an entirely new look and feel! The app has been completely overhauled and will be updated regularly going forward. Our team has aimed for feature-for-feature parity with prior versions of the app but has also addressed and added highly requested new features, based on user feedback, when implementing the redesign of major pages like the Calendar.
3.2.0
2020-02-13
In this brand-new version of the Redtail CRM Mobile app, you'll see that many of the same features you're used to have an entirely new look and feel! The app has been completely overhauled and will be updated regularly going forward. Our team has aimed for feature-for-feature parity with prior versions of the app but has also addressed and added highly requested new features, based on user feedback, when implementing the redesign of major pages like the Calendar. These new features include:
· adding contacts and attendees to new activities
· editing contacts and attendees on existing activities
· days of week included in date picker
· calendar week view/agenda list view
· ability to delete activities
· ability to view multiple users' calendars at once
· ability to view all contacts in the database A-Z
· all new card view for activities on today screen with quick complete option
· ability to quickly dial/text/email primary contact info from any page in the contact record
· ability to view completed activities from the calendar
· can copy text to clipboard
As you play with and use the new app, our team will continue to work on new features to release to you!
2.12.0
2017-11-15
This update introduces:
- The ability to view, add, and remove tag groups from contacts.
- Various bug fixes.
2.11.0
2017-07-27
This update introduces the ability to view, add, and remove keywords from contacts.
2.10.1
2017-05-24
This update includes various bug fixes and performance improvements.
2.10.0
2017-05-05
This update brings additional editable fields to contacts and opportunities, and fixes an issue where date fields could not be cleared.
2.9.0
2017-04-25
This update brings the ability to create and update contacts, view contact details, and add comments to notes.
2.8.1
2017-04-11
This update fixes an issue with user select lists.
2.8.0
2017-04-08
This update brings adding/editing of opportunities, and adding/editing/deleting of contact card information such as phones, addresses, emails, etc.
2.7.0
2017-03-23
This update includes viewing a contact's important information and improved tabbed navigation in contact records.
2.6.0
2017-03-08
This update includes various performance improvements and bug fixes.
2.5.0
2017-02-22
This update adds the ability to create an activity for a contact directly from the contact detail page, and also adds the ability to add a note from the contact notes page. A link to our feedback site has also been added under the contact us page.
2.4.0
2017-02-12
This update includes: recent search history on the contact search page, real-time updating of the recent contacts list, and infrastructure and performance improvements.
2.3.1
2017-02-01
This update includes stability improvements to the app's initialization process.
2.3.0
2017-01-17
In this update we've added an indicator for completed activities in the calendar day view, a total portfolio balance to the contact account list, and sorted the opportunity list by name. We also fixed an issue where autocorrect was disabled on certain fields.
2.2.0
2017-01-04
In this update we've made it easier to edit start and end times on activities, updated the activity detail page to indicate if the activity is completed, and added a "contact us" page where you can initiate emails and phone calls to our support team. We've also fixed an issue where the calendar day view would sometimes incorrectly show no activities.
2.1.1
2016-12-17
In this update we've added the ability to view other users’ calendars. To switch the active calendar, just tap on the person icon on the top-right of the calendar and select a user from the pop-up list.
We’ve also fixed an issue impacting users with more than 30 Activity Types and Categories.
2.1.0
2016-12-14
In this update we've added the ability to view other users’ calendars. To switch the active calendar, just tap on the person icon on the top-right of the calendar and select a user from the pop-up list.
We’ve also fixed an issue impacting users with more than 30 Activity Types and Categories.
2.0.2
2016-12-05
Mobile for Tailwag 2.0 is here! The latest update to Redtail’s mobile app for Tailwag introduces a completely redesigned look and feel, major improvements to performance, stability, and responsiveness, and numerous bug fixes. We’ve heard your feedback, and have included quicker access to Contacts and Opportunities, and a better, faster calendar. You can now add multiple attendees and contacts when creating activities, view your user’s calendar at-a-glance for the day and the month, and text, email, map addresses, and make calls from Contact records. Keep an eye out for more updates to the app, coming soon!
2.0.1
2016-12-03
Mobile for Tailwag 2.0 is here! The latest update to Redtail’s mobile app for Tailwag introduces a completely redesigned look and feel, major improvements to performance, stability, and responsiveness, and numerous bug fixes. We’ve heard your feedback, and have included quicker access to Contacts and Opportunities, and a better, faster calendar. You can now add multiple attendees and contacts when creating activities, view your user’s calendar at-a-glance for the day and the month, and text, email, map addresses, and make calls from Contact records. Keep an eye out for more updates to the app, coming soon!
1.0.2
2016-06-05
Added: View your open opportunities
Added: Tap and hold on a contact phone number to copy the number
Added: Tap on a contact account to see the assets
Fixed: When you go to a contact it will update your recently viewed list
Fixed: You can now tap to view note comments
Fixed: Now you can see the time a note was created as well as its category
Fixed: Events now support all of your activity types
Fixed: Tap and hold to copy an event description
1.0.1
2016-03-25
v1.0.1 Fixes:
Reduced sensitivity of taps when scrolling through the contact lists
Fixed error where it only showed today’s activities on the calendar
When you add an event from the Calendar Day view, the start and end time now default to the selected date