Contact Redtail CRM Customer Service

Why should I report an Issue with Redtail CRM?

1. AppContacter will directly Email your issue/feedback to an apps's customer service once you report an issue and with lots of issues reported, companies will definitely listen to you.
2. Pulling issues faced by users like you is a good way to draw attention of Redtail Technology, Inc. to your problem using the strength of crowds.
3. Importantly, customers can learn from other customers in case the issue is a common problem that has been solved before.

1. Edit contacts and/or attendees on existing activities. -Easily access your Contacts A-Z page and your recently viewed contacts, or search your entire database of contacts. -Quickly access your contacts’ activities, notes, accounts, contact card and details, important information, keywords and tag groups.

2. Be prepared for every meeting, whether it occurs by schedule or by chance. -Reach out to your contacts via phone, text or primary email from any page within their contact record. -Click a contact’s address to access Maps and driving directions. -Add notes to contact records.

3. This also means you aren’t leaving this all-important task to the end of the day, when there may be competing pressures for your attention. -Add or edit activities, phone numbers, email addresses, physical addresses, social media addresses and/or website addresses for your contacts.

4. Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry.

5. View individually or view multiple users’ calendars at once. -See your calendar in Day, Month, or Week (with expandable agenda view for each day of the week) views. -Expand your activities to a card view on the today page to view relevant details.

6. Quick completion or edit options are accessible from an activity’s card view (or with a left swipe on a non-expanded card). -Create, edit, assign, complete and/or delete activities.

7. The date picker for activities features days of the week along with the date in order to facilitate ease of selection. -Add contacts and/or attendees to new activities.

8. Redtail CRM’s companion app aims to provide you with many of the tools from the CRM you access from desktop or laptop, in order that your ability to service your clients effectively remains consistent, no matter the device you are currently using or where you find yourself.

9. Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships whether you’re in the office, on the road, up in the air, or walking the family dog.

10. Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential need in our increasingly connected world.

11. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications.

1. In calendar mode, I can see a contact but I'm unable to open the contact details unless I switch to contacts and search.Lately while driving to meetings, it's "unable to fetch activites", not good when you use this as your calendar and contact list when not in the office.

2. You can't for example see family balances so if a husband and wife have a joint account you can only see the primary account holder and it looks like the joint person has a zero balance.Such an improvement over previous version.

3. Even when it does show the calendar for today, it's not showing what is actually scheduled today, but what is scheduled the next business day.

4. Functionality is also limited but would be good enough if it actually worked.It's come a long way, baby! Very impressed with the additional functionality.

5. Very stable for viewing calendar, contacts, but still needs work.

6. When I go to calendar, screen goes white.

7. I have a Galaxy S7 and the app doesn't notify me, the options and customization are limited.

8. The other issue is, while setting up a meeting, it shuts down in the middle and I have to restart the app.

9. So I can no longer use to set up anything new.After the last update, I have a new "feature", the white screen of death.

10. If you don't see scheduled appts, sometimes it is a setting that is set for someone else to view.

11. Please fix this!App is disappointing, seems very buggy, often have trouble logging in even with correct password and un.

1. Fix Redtail CRM Not Working/Crashes/Errors/Unresponsive & Black/White screen:

1. Restart Redtail CRM: Restarting the app will resolve most errors.
2. Update the Redtail CRM App. Here is how:
   1. On Android goto PlayStore » Search for "Redtail CRM" » Open Redtail CRM » click "Update".
   2. On iPhone, goto AppStore » Your profile » Available Updates » Check for Redtail CRM » click "UPDATE".
3. Clear Redtail CRM app cache: Clearing cached data will force your app to retrieve the latest data directly from Redtail CRM servers.
   1. On Android, goto Settings » Apps » Select "Redtail CRM" » click Storage » click "Clear Cache".
4. Check Redtail CRM app permissions. If any of these permissions required to use your device's features are disenabled, Redtail CRM might not work.
5. Uninstall and reinstall Redtail CRM. If nothing else has worked, completely uninstall Redtail CRM then reinstall.
6. Restart your device. Last, restarting your device can often clear most problems causing Redtail CRM not working

2. Fix Redtail CRM Server issues & Internet Connection

1. Check network connection: An unstable Internet will make Redtail CRM be unable to connect to it's servers. Ensure your wi-fi is working then restart app.
2. Disable VPN: VPN can cause connection errors and lead to Redtail CRM not working. Make sure all VPNs are off
3. Enable background data: When Background data is turned off, Redtail CRM may not be able to connect to the Internet when running in the background.