Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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  1. 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.

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    0 comments  ·  Retriever Cloud  ·  Flag idea as inappropriate…  ·  Admin →

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