Retriever for Tailwag VS Retriever Cloud

Retriever for Tailwag

  1. Installed on PC.
  2. Connects with NON-click-to-run desktop versions of Outlook.
  3. Relies on the PC to be on in order to sync.
  4. Can connect with a Redtail hosted email.
  5. Can connect to the default email calendar in Outlook.
  6. Can connect to the default contacts folder in Outlook.
  7. Able to customize how often R4TW syncs with outlook. (15min minimum)
  8. Has options to sync one way only if needed from Redtail to Outlook.
  9. Sync contacts via Quicklists.
  10. Quicklists are optional to sync.
  11. Contacts are a one-way sync to Outlook.
  12. Will sync birthday reminders to the calendar via the selected Quicklist. 
  13. Can only sync one year of activities at a time. Sometimes less depending on size.
  14. Are able to choose what calendar syncs.
  15. Has the option to sync contacts, calendar, and tasks. These options are chosen in the R4TW preferences. 
  16. Tasks do NOT sync to Outlook calendar.
  17. Has options to remove the completed items from the OL calendar.
  18. Has options to sync the Outlook private items to Redtail or not.
  19. Has an error log available to users.
  20. Is able to provide activity reminders on the PC.

Retriever Cloud

  1. Cloud-based.
  2. Connects with an Office365 or Google email address.
  3. Syncs automatically.
  4. Cannot connect to a Redtail hosted email.
  5. Cannot connect to the default email calendar and will create a new folder.
  6. Cannot connect to the default contacts folder and will create a new folder.
  7. Unable to customize the sync schedule; should be a real-time sync.
  8. Will always be two-way sync from Redtail to Google/Office365.
  9. Sync contacts via Tag Groups.
  10. Tag Groups are now also optional to sync.
  11. Contacts are a two-way sync.
  12. Will sync birthday reminders to the calendar via the selected Tag Group. 
  13. Syncs activities from one year in the past to one year forward.
  14. RC creates a new Calendar folder. 
  15. Has option to sync ALL contacts in a chosen Tag Group, and syncs the activity types that are chosen when enabling.
  16. Tasks do* sync to Outlook calendar.
  17. Also has options to remove the completed items from the OL calendar.
  18. Will sync even private items if they are added to the Redtail sub-calendar.
  19. Does not have a user error log available.
  20. Is able to provide activity reminders within the CRM.

 

For more information please refer to the overview articles for both of these programs:

Retriever Cloud for Office 365

Retriever Cloud for Google

Retriever for Tailwag 

 

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