Retriever

We know that you have fabulous ideas and would love to hear what you need Redtail's Retriever products (Cloud and Desktop) to do in order to better assist you with integrating your CRM and third-party Calendar and Contacts systems like Outlook, Office 365, Microsoft Exchange, and Google!

Please use this section to let us know how Retriever products should work, or any bugs that you’ve encountered while using it!

  1. A function that is not working that needs to be fixed is... when you save and complete an item in Redtail, it does not update Outlook.

    A function that is not working that needs to be fixed is... when you save and complete an item in Redtail, it does not update Outlook calendar.
    We need to be able to save and complete an item in Redtail and have it update Outlook calendar.

    1 vote
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    0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Retriever password to update when updating Redtail

    We currently have to reset our password every 90 days. Since Retriever runs in the background, we don't automatically think to update it as well. It would be nice if that login would automatically update when we make the change in Redtail.

    1 vote
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  3. Add the ability to sync another users calendar to your Outlook with Tailwag.

    Ability to sync my calendar and another advisor's calendar into my Outlook so I can see their meetings/activities as well.

    1 vote
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    0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sync from Redtail based on Activity Type

    Currently, every kind of activity syncs to outlook (task, phone call, appointment, etc.). It would be great to have an option where you can choose which activities sync. Our office tends to have a lot of tasks each day and it makes the outlook calendar look extremely busy. We would love the ability to just show appointments for the day.
    Also, if we could see which contact is linked with the activity in outlook.

    46 votes
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    5 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  5. Workflow Tasks sync to Outlook

    Our office uses outlook as our centralized calendar system. Workflow task and activities should feed over to outlook using retriever. That would be very helpful.

    43 votes
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    2 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  6. Retriever and Outlook calendar - link to contact based on email address of invitee

    When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.

    8 votes
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    0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  7. Client Reviews sync to Outlook

    I would love having Annual reviews sync from Redtail to Outlook. Specifically the Annual Reviews that are input on a contacts page (Annually, Semi-Annually) They show up in Reminders just like Birthdays do and Birthdays sync to outlook so i would think it would be easy enough to add a checkbox to retriever preferences to add this feature too!

    4 votes
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    0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
  8. Retriever Notifications

    Retriever users would like the ability to pick and choose when they will be notified for different (types) of activities. For example, being notified for a phone call appointment 10min ahead of time and be able to be notified for a meeting an hour ahead of time.

    14 votes
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    2 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  9. Delete in Outlook sync to Redtail

    Sync between Redtail CRM and Outlook should be a true, add/delete sync. Right now if you delete a contact in Retriever or Outlook, the other database is not synced with that change, ie. the contact is still in the database that is supposed to be in sync. That is NOT sync.

    67 votes
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    7 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
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