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Tim Mrock

← Customer Feedback for Redtail Technology

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47 results found

  1. Incoming email meeting requests are not automatically added to the Redtail sync calendar in Outlook. Publicize any workaround for this.

    13 votes
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    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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    Tim Mrock supported this idea  · 

  2. Print Work Flow Template

    65 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tim Mrock supported this idea  · 

  3. printer friendly workflow

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tim Mrock supported this idea  · 

  4. Printable Overview of Workflow Templates

    37 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tim Mrock supported this idea  · 

  5. zapier integration: add "Assignee" field to their templates.

    12 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Tim Mrock supported this idea  · 

  6. Add automation actions

    134 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tim Mrock supported this idea  · 

  7. Include client in automation emails

    9 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Tim Mrock supported this idea  · 

  8. Automation Condition - Activity Attendee

    15 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tim Mrock supported this idea  · 

  9. Integrate with Intermedia Cloud Communications

    15 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Tim Mrock supported this idea  · 

  10. Syncing between Quicklists and Tag Groups

    26 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Tim Mrock supported this idea  · 

  11. Retriever Cloud Disconnect Notification

    37 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tim Mrock supported this idea  · 

  12. An Automation for adding contacts to a tag group (syncing with retriever cloud)

    30 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Tim Mrock supported this idea  · 

  13. retriever cloud

    39 votes
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    4 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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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  · 

  14. Append Linked Contacts to Activity's Title in Outlook

    3 votes
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    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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    Tim Mrock shared this idea  · 

  15. Assign Activity to Team

    155 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tim Mrock supported this idea  · 

  16. Team attendees for calendar event

    36 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Tim Mrock supported this idea  · 

  17. Calendar Integration with Calendly

    50 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Tim Mrock supported this idea  · 

  18. Calendly Integration

    35 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Tim Mrock supported this idea  · 

  19. We are new to Redtail but would greatly appreciate a Calendly integration

    29 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Tim Mrock supported this idea  · 

  20. sync redtail hosted calendar and contacts

    21 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Tim Mrock supported this idea  · 
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