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What information will Retriever for the Desktop sync to Outlook?

The following fields can transfer via the Retriever for the Desktop (v 2.0.1):

Contact Data

(Note: Contact sync is only a one way sync from Redtail to Outlook)

  • Title and suffix - sync to their respective fields in Outlook
  • First, Middle and Last names - sync to their respective fields in Outlook
  • Name (for Business contact types) - sync to their respective fields in Outlook
  • Nickname - sync to their respective fields in Outlook
  • Job Title - sync to their respective fields in Outlook
  • Company name - sync to their respective fields in Outlook
  • Birthday - sync to their respective fields in Outlook
  • Gender - sync to their respective fields in Outlook
  • Assistant's name and phone number
  • Categories
  • Email 1 - Email 
  • Email 2 - Email 2
  • Email 3 - Email 3
  • Website 1 - Web page address
  • Home phone - Home
  • Work phone- Business
  • Cellular phone - Mobile
  • Home Fax - Home Fax
  • Work Fax - Business Fax
  • Home address - Home
  • Work address - Business
  • Other address - Other

Calendar Appointments & Tasks Data

(Note: Activities in Redtail with a Type of Task sync to Outlook's Tasks folder. All other Activity Types in Redtail sync to Outlook's Calendar folder)

  • Subject
  • Contact name (if attached to any Contact)
  • Start Date and End Date
  • If completed (only downloads from Redtail to Outlook)
  • If you delete any item in Redtail, it will be deleted from your Outlook
  • Note: the Location field will not be included in the sync.
  • Note: recurring items will not sync via Retriever as recurring items.


Please note: ALL deletions have to be made in Redtail.

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