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.14 votes
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!
- Don't see your idea?