Calendar items deleted in Outlook should be deleted in Redtail (optional)
We have a team approach to client service and multiple people doing calendaring for others. Outlook is the primary place this calendaring happens, because not all of these people need redatil access and Outlook 365 is ingrained in everyones current workflow. We need items to be deleted from the redtail calendar when they are deleted from outlook. I realize some folks may not want that functionality, but it needs to be an option that can be turned on for those of us who do want it.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Matt commented
The added functionality on Retriever for Cloud is good but I have a concern about the Delete from Redtail option. With this checked off, I understand that activities and contacts deleted in Outlook will sync to Redtail an delete there too. My concern is how easy it can be to delete contacts singly or in bulk from Outlook—intentionally and unintentionally. What safeguards are in place that I wouldn’t lose important contact records in Redtail from this?
Can an additional option be made in Retriever to allow choosing to Delete either Contacts OR Activities so the user to select either or both? Seems less devastating and harder to delete appointments in mass from Outlook than it does to delete Contacts. -
Erin Menking commented
I agree, when using Retriever there should be a two-way sync for all calendar actions. If one of our advisors primarily uses Outlook calendar, they need to be sure if they delete an event in Outlook that the deletion syncs to Redtail. They would currently have to login later to Redtail and manually delete/complete the event.
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Annonymous commented
be able to delete an event from outlook and it delete from Redtail calendar