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Redtail CRM for iPhone and iPad

Redtail CRM Version 1.0.7 was released for iPhone and iPad on 3.20.14.  

Contents:

     Download / Install

     Login

     Home Screen

          Search

          Recent Contacts

          Contacts A-Z

          Calendar

          Quick Add

               Add Activity

               Add Note

               Add Contact

          Tools

                Opportunities

                Seminars

          Reports

     Bottom Menu

     Contact Records

 

You can find it in the App Store by searching for Redtail CRM (Note: the button below that says "OPEN" will instead say "FREE" if you haven't yet downloaded the app):

 

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After installation you should see the Redtail CRM icon on your device:

 

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Just tap the Redtail CRM icon to bring up your login screen:

 

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You can then enter your Redtail username and password and tap Login to authenticate your credentials.  Your data will then be retrieved in real time from your CRM to your device. 

Note: the app does support Landscape mode.

Home Screen

Your Redtail CRM home screen will appear as below:

 

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Search

The very first option you see is a Search option — just tap inside that Search box to access your keyboard, type in the name or partial name of the contact you're looking for and then tap Done:

 

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If you were searching for anyone in your database named Einstein, after tapping Done you might see the below:

 

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Note at the top you can see your total number of results.  You can scroll if your results fill more than one screen.  To access a contact's Info, just tap their name.  We'll look at individual contact info screens a bit later in this post.

 

Recent Contacts

Returning to your Home screen, the first option beneath the Search bar is Recent Contacts.  Tapping this option will provide you with a list of the 12 most recent contact records that you have visited:

 

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Again, just tap a name to access their info.

Contacts A-Z

The next item on the Home screen is Contacts A - Z.  Below is a screenshot of what you'll see if you tap this option:

 

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The Search option at the top works in the same fashion as the Search option on your Home screen.  Tapping an individual letter will return all relevant results from your database (Individual contacts whose last name begins with the letter you selected or Business, Trust, Union or Association records whose name begins with that letter.)  In the example below I've clicked "J":

 

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Once again just tap a name to access that contact's Info.

Calendar

The next option available from your Home screen is Calendar - tap it to get a look at your scheduled activities:

 

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There are several items to note here, which I've numbered and will discuss below. 

1.  The Actions button presents you with three options — Add Activity, Select User or Cancel.  We'll come back to these in a moment.

2.  The arrows allow you to move forward or backward by day or month, dependent upon which Calendar View you're currently using.

3.  The default Calendar View is a Month View.  Tapping the "today" button will carry you either to Today's Date (if you're currently in Day View) or to the Month View containing today's date (as in the example above, where today is August 23).  Tapping the "day" button will change the Calendar View from Month View to Day View (if you're currently in Day View, this button will instead read "month").  Tapping the "list" button will change your Calendar View to a List View, either for the current day you are looking at or the current month you are looking at.

4.  The black circle icon indicates that there are scheduled activities on the calendar for that day.  Just click a date to go to that day on the calendar.

Now let's go back and look at number 1 above.  If you tap the Actions button, you'll be presented with the below screen:

 

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We'll take the last option first — Cancel just takes you back to your Calendar.

Working our way up, Select User allows you to select a different database user's Calendar to view within the app:

 

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Add Activity allows you to add new items to your or another user's Calendar from within the app.  Below are screenshots of both the top portion of the Add Activity screen and the lower portions of the screen you would need to scroll to access:

 

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The first two options at the top are 1) Cancel and 2) Save.  If you decide not to save the activity you're working on adding, just tap the Cancel button at any time.  You can tap Save when you've entered all relevant information for the activity and are ready to add it to the Calendar.

Next, you'll see a 3) Choose Contact option.  It may be that you don't need to attach the activity to a contact record, but, if you do, just tap Choose Contact and it will take you to the Contacts A-Z page (discussed above), where you can search for and select the desired contact.  After doing so, you'll be back on this screen with the selected contact's name displaying in this area:

 

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Beneath this area you'll see an area for choosing a 4) Date for your activity:

 

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Just tap the Date box and you'll see the option to scroll to the correct Month, Day and Year for your Activity.  Then tap Close.

Next, you can choose whether the activity is to be a 5) All Day Event (no specific time or actually All Day) or whether it has a specific time.  The default setting is All Day but if you tap that box, you'll see the below:

 

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Now there are areas for Start Time and Duration — you can tap either to make your appropriate selections, which I've already done in the example above (8:00 AM, lasting 1 hour).

The next field is 6) Activity.  Tap this and you can enter the name of your Activity, as I've already done below:

 

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Tapping 7) Location, you can enter a Location for your Activity.

Tapping 8) Assigned To, you can choose to whom you want to assign the Activity you're creating:

 

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Next, you can choose the 9) Activity Type:

 

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You also have the ability to choose a 10) Master Category for your Activity:

 

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Next, if you want to enter any 11) Notes about the Activity, just click in the box to do so:

 

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Finally, you can set a 12) Importance, 13) Priority or 14) percentage complete for the Activity by clicking within those fields' boxes for your available options:

 

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Once done you can click the Save button at the top of the Add Activity screen.

You also have the ability to edit or complete existing activities on your Calendar from within the app.  If you go to the day on the Calendar for the activity we just created above, you'd see the below:

 

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If you were to tap this activity, you'd see the below:

 

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Along with the Activity details, note the Actions button at the top.  If you tap it, you'll see the following options:

 

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If you tap Edit Activity, you would then see the below:

 

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Just make any necessary edits and then tap Save.  You'll then be asked to confirm your changes:

 

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If you wanted to complete the Activity rather than editing it, just tap the Complete Activity option after tapping Actions.  Once again, you'll be asked to confirm your selection:

 

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Quick Add

The next option available from your Home screen is Quick Add.  Tap that and you'll see the below:

 

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There are three options here — Add Activity, Add Note and Add Contact.

Add Activity works in the same method as described above in the Calendar section.

Add Note takes you to a screen that looks very similar to the Contacts A-Z screen - just search for and select the contact to whom you want to attach the note:

 

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If you were to search for, locate and select the record for Albert Einstein, you'd then see the below:

 

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Tap the General Information button to select from your available Master Categories:

 

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After selecting your Master Category (in this case "Lunch Meeting"), you can tap Done.  Then, tap inside the Note box and enter your Note:

 

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Tap Done and then tap Save on the resulting screen:

 

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You'll then need to confirm that you want to save the Note:

 

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After confirming, you'll see the Notes screen for Mr. Einstein, with the Note you just added displayed as the most recent entry:

 

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You can just tap the Note to see it in its entirety.

Add Contact (going back to the Quick Add screen now) takes you to a screen where you can add a new contact to your database.  Your first step is to choose the contact Type: Individual, Association, Business, Trust or Union:

 

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In our example above, we'll tap Individual and then tap Done.  We'd then see the screen where we can begin entering our contact information:

 

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A couple of things to mention here.  Some of the items, such as the contact's name, are freeform fields.  Others, like Contact Status, are menu items which allow you to choose from the available Statuses you've created within your database.  Also, you will need to tap Contact Card to expand that area to add the items available there.  Below are four screenshots populated with sample data, prior to having saved them:

 

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Note at the bottom directly above the Save option, you have an option you can check off to save the contact to your Contact list on your device.  When you're done entering data for the contact, just tap Save at the bottom.  The contact record, along with the data you've entered, will be saved to your CRM.  We'll take a closer look at Contact Records within the app a little later in this post.

 

Tools

The next option available from your Home screen is Tools.  Tap that and you'll see Opportunities and Seminars options:

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Opportunities

Tap Opportunities and you'll see Open Opportunities from your database:

 

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Note you have the option to "show closed" opportunities here as well by checking that option at the top of the screen

For each opportunity on display, you'll see the projected Close Date, the Opportunity Name, how many (if any) contacts are attached to the Opportunity, the current Opportunity Stage and the Amount of the Opportunity.

If you tap an individual Opportunity, you can get additional info:

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Tapping a related opportunity contact will take you directly to their record.

Also, if you need to edit any of the Opportunity's fields, just click the Edit button in the top right corner and you can make those edits.

 

Seminars

Tap Seminars and you'll see Active Seminars from your database:

 

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If you then tap on an individual seminar here, you'll see it's full description, along with a list of all attendees.

 

Reports

The last option available from your Home screen is Reports.  Tap that and you'll see the below:

 

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Tap Birthday Reminder and you can see any birthdays for either Today or Upcoming, dependent upon which setting you choose at the top of the screen.  You can also access the contact records for any birthdays displayed on this screen.

 

Tap Recently Added Activities and you'll see a scrollable list of the most recently added activities within your database or tap Recently Added Notes and you'll see a similar layout for recent Notes:

 

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For either of these Reports, you can see at the top of the screen the total number that you can view here.  You can tap an individual Activity or Note to enter the Contact Record to whom it is attached.

That wraps up the main options from your Home screen — now let's briefly consider the menu running across the bottom of the screen:

 

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Home — From wherever you are in the mobile application, this will always return you to your Home screen.

Contacts — This takes you to the Contacts A-Z screen.

Calendar — This takes you to the main Calendar screen.

Setting —  Four areas here:

 

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Tapping Options will open up a screen that will allow you to 1) set the Time Out length for your mobile session due to inactivity, 2) limit display of contact social security numbers to the last four digits and 3) show or hide Calendar Activity counts.

Tapping Feedback will open up the Mobile Apps section of Redtail's Feedback Forum within your device's browser, allowing you to submit suggestions or vote for or comment upon the suggestions of other users.

Tapping View Full Site will take you to the login page for Redtail CRM (the full version, rather than the mobile version).

Tapping Contact Us will bring up a screen where you can call or email Redtail support directly.

Log out — this logs you out of Redtail CRM.

The above walks you through the basic navigation of Redtail CRM.  Let's take a look now at Contact Info within Redtail CRM.  Below is the first screen you would see if you accessed your record for Albert Einstein:

 

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First, you'll see the contact's photo (if your office has uploaded one for the contact) along with their name, job title and company (data pulled from the Basic Information section of Redtail CRM.)

Next, you'll see information pulled from the record's Contact Card: Phone Numbers, Internet Addresses and Physical Addresses (only partially on display above, as requires scrolling).  Tapping a Phone Number offers you the opportunity to call that number directly from within the app.  Tapping an Email Address or Website address brings up either a New Message window or the actual website, respectively.

If you scroll, you'll see the Physical Addresses, Social Media addresses and Contact Details directly below Internet Addresses:

 

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Note the "map" option for all physical addresses here — tap this and Google Maps will open up, to attempt to provide you a location and directions for the address.

If you continue to scroll past the Social Media addresses, the next section you'll encounter is the Contact Details section, pulled from the CRM:

 

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Finally, the Important Info section is beneath the Contact Details:

The next thing you should notice is that the menu bar running across the bottom of the screen when you're within a contact's record has different options than it does when elsewhere within Redtail CRM.  You still have the Home option, but the other four options are different.

Info — if you've moved to the Activities, Notes or More areas for the contact, tapping Info will take you back to their main Info screen (the screen we've been looking at above).

Activities — this displays only those activities that are tied to the contact you're viewing:

 

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First, note the "Today" button.  By default you will be viewing any activities for the contact with today's date.  You can click this to choose a different timeframe to view:

 

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Also, note the Add button in the top right corner of the main Activities screen for a contact.  After clicking it, you'll see the Add Activity screen, with the contact whose record you're within already reflected as the contact you're adding the activity for (though you can change this here if it's for a different contact):

 

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The next menu item when you're within a contact record is Notes — this provides you with a quick way to see all Notes entered for the contact you're viewing:

 

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You can tap an individual Note to see it in full along with its Category and who created it.  Tap the Add button to create a new Note for the contact:

 

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Just tap inside the box, enter your Note and tap Save when done.

More  — this final menu option when within a contact record currently offers you a way to see the contact's Accounts or Family information:

 

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Tap Accounts and you will see the contact's Open Accounts:

 

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You can then tap an individual account to see additional details about the account:

 

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If you tap Family from the More menu option when within a contact record, you'll see all of that contact's Family relationships within your database:

 

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If need be, you can tap any of their names to enter their contact records.

Note: if you're within a contact record that has a Type of Business, Association, Trust or Union, rather than the Individual Type used in the example above, you won't see a Family option on the More screen.  Instead, you'll see a Departments option, which would allow you to access the Departments area for that record, as in the example below:

 

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Additional functions will be forthcoming, but this should provide you with an overview of everything currently available to you in Redtail CRM for iPhone/iPad.

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