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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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5 results found

  1. Incoming email meeting requests are not automatically added to the Redtail sync calendar in Outlook. Publicize any workaround for this.

    I would like my calendar to sync without any manual adjustments. Currently the Outlook desktop application adds meeting requests that are emailed to me to the DEFAULT OUTLOOK calendar. It would be nice to be able to change this default calendar or for the Retriever Cloud sync to sync with Outlook's default calendar instead of the "sync" calendar that Retriever Cloud creates s a separate Outlook calendar.

    7 votes
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    0 comments  ·  Retriever Cloud  ·  Admin →
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  2. Append Linked Contacts to Activity's Title in Outlook

    Prefer to have linked contacts of an activity appended to the activity's title in Outlook, which is how Retriever Desktop functions, rather than added to the body, which is currently how Retriever Cloud functions.

    3 votes
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    0 comments  ·  Retriever Cloud  ·  Admin →
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  3. In Redtail Imaging, add the ability to edit a document directly within Redtail Imaging.

    Instead of first downloading a file, working on it, then re-uploading it. Would be nice if (like in dropbox) user could just open it in Imaging (or Retreiver) and have it launch in the appropriate application (word, excel, ppt etc) and then 'save' back to Imaging directly.

    5 votes
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    0 comments  ·  Retriever Cloud  ·  Admin →
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  4. retriever cloud

    Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.

    35 votes
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    4 comments  ·  Retriever Cloud  ·  Admin →
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  5. 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.

    30 votes
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    0 comments  ·  Retriever Cloud  ·  Admin →
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