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1. Calendly integration--prevent tasks created in Redtail from synching with Google calendar

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  November 23, 2019
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   Anonymous commented  ·  November 23, 2019  ·  Delete…

   100% agree. For many (most), tasks are reminders to do something when able. Not an event scheduled at a specific time. I'm assuming "Calendly integration" is actually Retriever Cloud to Google to Calendly. With Desktop Retriever you can select whether you want tasks to sync to Outlook or not. And if you did sync tasks, they would go to the tasks section of Outlook, not the calendar. Redtail - why take the option to sync tasks away with Cloud Retriever? Give us the option to (or not to) sync tasks...better yet, also give us the option of syncing to calendar or tasks (if syncing to Outlook).

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