Retriever

We know that you have fabulous ideas and would love to hear what you need Redtail's Retriever products (Cloud and Desktop) to do in order to better assist you with integrating your CRM and third-party Calendar and Contacts systems like Outlook, Office 365, Microsoft Exchange, and Google!

Please use this section to let us know how Retriever products should work, or any bugs that you’ve encountered while using it!

  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  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
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