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. Retreiver cloud sync to Outlook Add linked contact to the Outlook Calendar Title field

    Instead of or in addition to having the linked contact name in the Description of the sync'd activity, include the linked contact name(s) in the title as it is in Retreiver Tailwag

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  4. sync tasks to outlook tasks in cloud

    Sync tasks to Outlook tasks in Redtail Cloud rather than calendar. This will allow more robust task management with tools such as Microsoft To DO.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  5. Redtail sync to outlook 365 - do not sync old invalid emails addresses

    When syncing contacts to Outlook 365 it would be great to not sync the old emails (that we are keeping in Redtail to keep email history) as they come across as Email 1, Email 2 or Email 3 and you do not know that they are old emails. Only sync the Primary/Preferred or Type Home/Work.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  6. Prevent RedTail from being able to delete calendar activities originally created within Outlook calendar

    RedTail should not have the ability to delete a calendar activity that was originally created within Outlook, regardless if it gets synced to RedTail. I have had 2 RedTail reps unknowingly delete my calendar activities on Outlook after they removed the RedTail calendar from syncing to Outlook. This happens because once RedTail pulls the calendar activities from Outlook and pushes to RedTail it makes it a records within the RedTail calendar so when it is changed in Retriever to remove RedTail calendar from Outlook it removes all calendar entries, even those originally created within Outlook. RedTail shouldn't have the ability…

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    70 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base