Sync from Redtail based on Activity Type
Currently, every kind of activity syncs to outlook (task, phone call, appointment, etc.). It would be great to have an option where you can choose which activities sync. Our office tends to have a lot of tasks each day and it makes the outlook calendar look extremely busy. We would love the ability to just show appointments for the day.
Also, if we could see which contact is linked with the activity in outlook.
We appreciate your suggestions and have added this feature to Redtail’s Retriever Cloud! For help with using it, contact email@example.com
More recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074
8 commentsComments are closed
Tanya Steinhofer commented
It'd be great if syncing Tasks from Redtail to my Google Calendar were optional. I have hundreds of tasks and don't show them even on my Redtail Calendar, so my Google Calendar is now cluttered with them.
Andrew Smithson commented
can i apply my 1000 votes to this? :)
We need the ability to disable Task syncing in Retriever Cloud so that when we look at our calendars (especially on our phones) we do not see 15 tasks that could be as simple as emailing lead. This clutters calendar and gives a distorted view of appointments for the day.
Need to be able to select the type of activity that syncs to Outlook so scheduling software can be used. Currently all System Types - phone calls, appointments, unassigned and tasks are syncing. Need to limit sync to appointments only.
Make syncing tasks or all day events optional in retriever cloud. the number of tasks and all day items posted to outlook can clog up a users ability to effectively view their calendar on their phone.
Kenny Weiss commented
I would like there to be more flexibility with what Retriever Cloud syncs.
For example, I would like to be able to sync my appointments and choose not to sync my tasks.
Hope this will be a feature in the future.
We have created an Activity Type of "Email". When we apply this type to an activity it ends up showing up on our Outlook calendars via Retriever for Tailwag v 1.3.8. I'd like the option to add activity types but also be able to select if they will sync to the outlook calendar per Retriever.
Chris Rondinelli commented
My Redtail syncs with outlook. All activity types including custom activity types show up as 'calendar events' in Outlook. The exception is the system-generated 'tasks'. I would like custom activities to give me the option to designate it as a 'calendar event' or 'task', so I can control how various activities show up in outlook.