You can find Redtail CRM for iOS in the App Store by searching for "Redtail CRM" (or click here).
Upon download (or after updating from a previous version), you can open the app and then enter your Redtail username and password and tap sign in to authenticate your credentials. Your data will then be retrieved in real time from your CRM to your device.
Note: Touch ID is also an option for signing into the app. You'll first need to set up Touch ID on your device: instructions from Apple are here. Also, you should be aware of how to disable Touch ID (without actually disabling Touch ID functionality on your device). If you manually sign out of the Redtail CRM app using the Sign Out button, you will not be prompted to login using Touch ID upon your next login. Touch ID ONLY appears as an option when you have timed out of the app (as opposed to manually logging out). So, to enable Touch ID again for the Redtail CRM app, you'd need to log in manually and let the app time out when you've finished using it. After an hour's time, you'll be prompted for Touch ID upon your subsequent logins. We are currently looking at other options for enabling/disabling Touch ID and will update this document when those solutions are in place.
By default, your Home Screen is your Today page:
Before we take a closer look at this screen, let's take a quick look at how you navigate to the other main areas of the app. You can either swipe right on the screen, or tap the menu icon (red hamburger icon in top left corner) to access navigation.
You'll then see the below, giving you one-tap access to your Today page, your Reminders, your Calendar, Contacts, Opportunities, Seminars, Workflows, Preferences, Contact Us page or Logout:
We'll consider those areas further along in this post. Let's go back to the Today screen:
Note that All Day events will display on the top of this screen, followed by your activities arranged chronologically. Note as well that the icon in the bottom left corner of each activity is a visual cue as to the Activity Type. Let's tap on the "Monthly Check-in call" activity:
Tapping an activity from the Today page provides you with a Card View of the activity, along with a Quick Complete option and an Edit Activity option. Those same options present themselves if you swipe left on an activity on this screen rather than tapping it:
Tapping that "Edit Activity" option will display the details for the Activity, where you can make any necessary edits, including edits to the activity's subject, date/time, location, description, linked contacts, attendees, recurrence, privacy options, importance, priority, category or type.
One final note on your Today screen: if you'll look on the screenshot directly above, you'll see there is a plus icon that hangs around in the bottom right corner of this screen. Clicking that icon carries you to a screen where you can create a new Activity in your database.
Now, let's take a look at the Reminders accessible from your navigation menu:
After tapping that option, you'll see your screen displays an Overdue Reminders section, Today's Reminders, and upcoming reminders as you scroll the screen:
To see Overdue Reminders, just tap that area at the top to expand them into view. Regardless of whether you are viewing an Overdue Reminder, a Reminder for today, or an upcoming Reminder, you'll see an option to access the Contact Record associated with the Reminder (or the Workflow Task, if it's a Workflow Task Reminder).
You can also filter which reminders are on display by first clicking the Filters button on this screen:
Then, select the types of reminders you'd like to see and tap the "show results" button:
Note: any applied filters will remain in place until you have logged out of the app.
Now, let's take a look at the Calendar accessible from your navigation menu:
After tapping Calendar, you'll be taken to your main Calendar with your upcoming activities listed:
As on your Today screen, swiping left on an activity here offers a Quick Complete option and an Edit Activity option. Tapping an activity is the equivalent of selecting that "Edit Activity" option.
You can select different days by clicking them on the Calendar above your activities for the day (that Calendar will also allow you to move forward to future months, if you pull down from the short vertical line beneath those dates). You can always get back to Today's activities by clicking "Today" at the bottom of this screen. And, as with the Today page, clicking the plus icon in the bottom right carries you to a screen where you can create a new Activity in your database.
Note as well the words "Types" and "Users" at the bottom of all Calendar pages. Tapping those will allow you to select any combination of Activity Types and/or database users' Calendars to view.
Now, let's take a look at the Contacts accessible from your navigation menu:
After tapping Contacts, you'll land on your Contacts A-Z page (you can change your default Contacts landing screen, which we'll discuss in a bit):
If you'd prefer to see your Favorite contacts, just tap the star icon to the left of "A-Z" at the bottom of the screen. Or, if you'd prefer to see your Recently Viewed contacts, just tap the person icon to the right of A-Z at the bottom of the screen. Note: in the section below on Preferences, we'll cover how you can change which of these three Contact screens is your default Contact screen.
If you tap that "+" icon in the lower right corner of your Contacts A-Z screen, you can add a new contact to your database, after selecting the contact Type you want to add.
If you want to search for a specific contact, you can tap inside the Search box at the top of the screen and then begin typing the name of the contact you're looking for (search results will update to match what you've currently typed there).
Regardless of whether you are on the Contacts A-Z page, the Recently Viewed page, your Contact Favorites page, or on a page of Search results, just tap a contact's name to enter their record within the app.
Let's imagine we accessed the contact record for Tony Stark using one of these methods. We'd see the below:
When accessing a contact record, you will initially land on their Contact Card page. You can scroll to view all of their Contact Card information and tap any of that information to interact accordingly. Additionally, there is an "Edit" option at the top of the page which, when tapped, takes you to a screen where you can edit Contact Card information.
Beneath the contact's Name, Profession, and Employer, you'll see you have a single-tap option to call, text, email, map, or view website information from the Contact Card. This holds true for each page of the contact record in the app. Note: the icons for these options are blue if any contact info is present for the icon in question, meaning if the Call icon is blue, there is at least one phone number listed for the contact. If no phone number is present, the icon would instead be grey. If there is only one phone number, tapping that icon will prompt a phone call to the contact. If more than one phone number is present, you'll see a menu prompting you to select the number you'd like to use. The same logic holds true for each of these methods of contact.
Now, let's go back and look at the Contact Card screen again:
You have several icons at the bottom of every screen within the Contact Record (the one you are currently viewing will display in red). In order, the icons highlighted in yellow above will take you to the Contact's Contact Card, Contact Details, Activities, Notes, and Important Information. And, if you click the last icon (the ellipsis, or meatballs menu), you can tap to choose between viewing the contact's Accounts, Opportunities, Keywords, or Tag Groups.
Now, let's take a look at the Opportunities accessible from your navigation menu:
Tapping that option will take you to your current open opportunities:
You can then tap any opportunities on this screen to view all of the details for the opportunity. You'll also then see an Edit icon you can click at the bottom of those details, if you need to make any edits.
You can also tap the big plus icon in the bottom right hand corner to add new Opportunities to your database.
Now, let's take a look at the Seminars accessible from your navigation menu:
Tapping that option will take you to your Active Seminars:
Collapsed Active Seminar cards display the Seminar’s date and time, its name, and an excerpt of longer descriptions (if any present). If you tap a collapsed card, it will expand to display its Date and Time, the Seminar’s name, its location, the number of Attendees and Guests, and the full description of the event.
Tapping the Location field for your event will prompt your Maps application to open. If enough information is present to correctly map the location, your Maps application will do so.
Tapping the Attendees and Guests area will display your lists of Attendees. You can then tap an Attendee's name to go to their Contact Record or tap the number of guests beneath their name to see the guests' names.
Next, let's take a look at the Workflows accessible from your navigation menu:
Tapping that option will take you to your Active Workflows:
Tapping a Workflow here will expand its details. Tapping the "My Tasks" option at the top right of this screen will allow you to access your Workflow Tasks. From there, you can view, edit, or complete any Workflow Tasks assigned to you.
Let's go back to take a look at the remaining options accessible from your navigation menu:
Preferences display your Name, Username and Email address. You also have some preferences you can control here, including:
- Include Completed on Calendar - if you toggle this to "on", completed activities will still display on your Calendar, but they will display in a lighter text as a visual cue they are completed. If you tap a completed activity on the Calendar, you will see a message at the top of its details page to let you know you are viewing a completed activity.
- Include Gap on Today - if you toggle this to "on", you'll see a black pill-shaped icon indicating the time gap between activities on your Today screen:
If you'd like to add an Activity to any of these Gaps, click the corresponding pill and you'll find yourself on an Activity Details screen, where you can create and save that new "gap" activity.
- Gap Threshold on Today - your choice here determines the amount of gap time required to trigger display of the pill between activities. You can choose between 15, 30, and 60 minutes.
- Contacts Management / Default Screen - here, you can choose between your Favorites, Contacts A-Z, and Recently Viewed. Whichever you select will be the page that displays by default going forward when you tap "Contacts" from your app's navigation menu.
- About - this displays the version of the app you are currently running.
The Contact Us option provides you with our contact info and regular business hours.
The Logout option, of course, allows you to log out of the app.