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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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    0 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. 12 votes
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  9. 134 votes
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  10. 9 votes
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  11. 15 votes
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  12. 15 votes
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  13. 26 votes
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  14. 37 votes
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  15. 30 votes
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  16. 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  · 
  17. 3 votes
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  18. 161 votes
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  19. 36 votes
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  20. 50 votes
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