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Leah Cantor

← Customer Feedback for Redtail Technology

My feedback

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  1. Retreiver Cloud Activities Sync Default

    9 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Leah Cantor supported this idea  · 

  2. change categories in existing calendar sync

    12 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Leah Cantor supported this idea  · 
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    Leah Cantor commented  · 

    Same complaint! I would like to add that the calendar cloud sync option would be much more useful if we could actually choose which activities to sync from Redtail. I do not understand why Redtail has chosen "tasks" as the default activity type that cannot be deselected. We only want to sync appointments, and syncing tasks totally gunks up our system. Between this and the issue mentioned by above J Hansen, the sync functionality is pretty much unusable for my firm.

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