redtail retriever synch client birthdays
Would like to have Client birthday's synch through retriever to my outlook calendar.
7
votes
Anonymous
shared this idea
How can we improve Redtail Technology's CRM?
Anonymous
shared this idea
New and returning users may sign in
We're glad you're here
Please sign in to leave feedback
Signed in as
(Sign out)
Feedback
Redtail CRM: Integrations
Categories
- Post a new idea…
- All ideas
- My feedback
- Accounts 182
- Activities 294
- Alerts and Warnings 49
- Artificial Intelligence 5
- Automations 151
- Broadcast Email 42
- Bulk Actions 44
- Calendar 172
- Client Reviews 53
- Contact Add Screen 27
- Contact Record 285
- Custom Exports 63
- Documents 67
- Email 81
- Family 47
- Integrations 111
- Keywords 5
- Know Your Client 88
- Memberships 22
- Mobile App 26
- Notes 162
- Notifications 47
- Opportunities 86
- Other 113
- Reports, Exports & PDFs 197
- Retriever Cloud 3
- Search, QuickLists & Tag Groups 70
- Seminar 33
- Settings & Preferences 64
- Templates 20
- Timeline 11
- Today's Overview 38
- Workflows 177
Feedback and Knowledge Base
-
Searching…
No results.
Clear search results
-
Give feedback
- Redtail CRM 2,845 ideas
- Redtail Email 7 ideas
- Redtail Imaging 36 ideas
- Redtail Speak 10 ideas
-
Redtail Technology