CRM contact information should be replicated in Zimbra Webmail, and vice versa
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
As a long-time Outlook user, I want much better integration between Redtail for the email, calendar and contacts, especially. Trying to use Retriever now gets the calendar and contacts to synch fairly well, but email journaling is hopeless. When we were on Salesforce, we used LinkPoint as an Outlook add-on that linked to SF. Worked beautifully, and allowed us to select the emails that we wanted to push to SF to be part of Email history.
Tara do you have any better timeline for this development? I am currently the only planner in our office using Redtail and the others are looking at switching crms. This is an important feature for them.
Chuck Vercellone commented
Quick update to my previous post - I received the following email from CompanionLink regarding this issue:
Thank you for writing to us. We are working with Redtail to figure out a way to do direct sync with smartphones and tablets. We should have a solution by August. Please follow/like us on Twitter and Facebook for the latest updates. We will announce it there first.
Thanks for your suggestion!
Director of Marketing
CompanionLink Software, Inc.
Chuck Vercellone commented
I use Companion Link to sync from Outlook to my smartphone. Companion Link works with Salesforce and Sugar CRM, I believe these are both web based CRMs. If they can sync with those (and Redtail can sync with ical) perhaps an integration with them should be investigated.
These are the CRM's they already work with:
Sync Palm Desktop
Sync Lotus Notes
Sync Time & Chaos
Sync Zoho CRM
Tara and Paul can you give a timeline when we can look for integration with Google Apps and why it seems to be so hush hush? Any kind of indication of progress would be appreciated.
Future releases of the Zimbra Platform will bring the ability to utilize the mapi synchronization with out the need of the ZCO. As for the synchronization of Redtail CRM data directly to the webmail client, we are currently exploring multiple solutions on this front.
David Hunt commented
Please get rid of the Zimbra connector and sync directly with Outlook, this is a real problem. I know some folks that are starting to look at other CRM solutions and poor integration with outlook is one of the reasons why.
Timothy McNeely commented
But that does not work for OS X :(
Any new news on status of this? I have all your services - time to link them directly and get rid of need for outlook
Timothy James McNeely commented
Well said Jason!
Jason Speciner commented
People use Redtail, in some cases, as an alternative to Microsoft Outlook. Why is it that in 2013 Redtail still relies on Outlook, Retriever and Zimbra Connector in order to sync mail, contact, and calendar data to mobile devices? Why on earth are CRM and mail users not able to access their mail, contacts, and calendars in a single, seamless experience, that doesn't require three pieces of software and a Windows PC to operate?
I would love for Redtail to host my email, but this feature is a must before I will do so. Please consider adding the feature. It would be AWESOME to not have to use Outlook. I do not like Outlook and do not want to use it at all.
This is the top suggestion and has been waiting for a valid response since June of 2011, does anyone at Redtail even read these suggestions!!??
This is long overdue
In addition to what seems like an excessive amount of syncing, my HTC Evo phone calendar widget changes all of the colors of my calendar events to one single color. I suspect that Gcal is overwriting all outlook-redtail calendar colors and syncing the data as one individual account. Unfortunately I cannot find any google settings that will remedy this tedious and confusing problem. I wonder if Redtail could improve upon their mobile services...
I have to agree with Blane, to have to two programs link in that way would be a great feature!
Outlook is becoming an increasing source of errors, please hurry with this feature.
Blane Warrene commented
It would be very potent if the Redtail email calendar and contacts could stay in sync with Redtail CRM - including carrying over calendar color coding to both sides.
ticket # 54695
Nikki Schmelz commented
This should be a direct integration. Drives customers and employees crazy. This would cut out quite a bit of retriever calls and be a major selling point on our email system.