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Scott

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  1. Outlook integration

    66 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Scott commented  · 

    I agree, the Cloud Retriever syncing calendar/activities to a separate Outlook calendar rather than to the primary Outlook calendar is a huge step backwards. I'm trying to not have to keep up with 2 calendars by adding sync, but now I have to keep up with 3 calendars??

    Scott supported this idea  · 

  2. Tag Group and and Client Lists - Data Export and Printing Options

    87 votes
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    12 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Scott commented  · 

    PLEASE!!! I can't believe we have a database with identifiers like TAG group, but cannot export a list that shows all contacts and which TAG groups to which they are assigned. Makes absolutely no sense!!!

    Scott supported this idea  · 

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