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Tim Mrock

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  1. 52 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tim Mrock supported this idea  · 
  2. 50 votes
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  3. 16 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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  4. 13 votes
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  5. 65 votes
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  6. 17 votes
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  7. 37 votes
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  8. 39 votes
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    An error occurred while saving the comment
    Tim Mrock commented  · 

    This would be especially helpful for handling meeting invites received via email, which are added to the default Outlook calendar and then do not sync to Redtail. Although a third-party app like Zapier or Microsoft Power Automate can be used to bring these events over when created, they do not provide a means to update the event if edited or deleted by the meeting organizer.

    An error occurred while saving the comment
    Tim Mrock commented  · 

    Our biggest issue with this is that Outlook meeting invites are saved to the main default calendar. There does not appear to be a way to change the calendar where Outlook meeting invites are saved.

    Tim Mrock supported this idea  · 
  9. 164 votes
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  10. 50 votes
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  11. 38 votes
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  12. 29 votes
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  13. 10 votes
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  14. 346 votes
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  15. 373 votes
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  16. 86 votes
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  17. 542 votes
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    Tim Mrock supported this idea  · 
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    Tim Mrock commented  · 

    Agree with these suggestions. Would also like to see support for Word's conditional (if...then...else) fields in mail merge. These work with an Excel import to mail merge, but not with Redtail's integrated mail merge. Thank you for considering!

  18. 183 votes
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    Tim Mrock supported this idea  · 
  19. 925 votes
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  20. 494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tim Mrock supported this idea  · 
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