The following fields can transfer via the Retriever for Tailwag:
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 its respective field in Outlook
- Nickname - syncs to its respective field in Outlook
- Job Title - syncs to its respective field in Outlook
- Company name - syncs to its respective field in Outlook
- Birthday - syncs to its respective field in Outlook. Note that Retriever will only attempt to sync Date of Birth for Contacts on the FIRST time a contact is synced.
- Gender - syncs to its respective field in Outlook
- Home Email Address - syncs to Email 1 in Outlook
- Work Email Address - syncs to Email 2 in Outlook
- Other Email Address - syncs to Email 3 in Outlook
- Homepage - syncs to Web Page Address in Outlook (Other and Work websites do not sync)
- Category - syncs to its respective field in Outlook
- Full Home Address - syncs to Home Address in Outlook
- Full Work Address - syncs to Business Address in Outlook
- Full Other Address - syncs to Other Address in Outlook
- Mailing Address does not sync
- Work Phone syncs to Business Phone in Outlook
- Mobile Phone syncs to Mobile Phone in Outlook
- Home Phone syncs to Home Phone in Outlook
- Fax, Other, Direct Dial and Toll Free Phone Numbers do not sync
- Assistant's Name and Phone Number - sync to their respective fields in Outlook
- Important Info - syncs to Notes field in Outlook
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
- Start Date and End Date
- If completed (only downloads from Redtail to Outlook, applies only to Tasks)
- Date of completion (only downloads from Redtail to Outlook, applies only to Tasks)
- Location
- If you delete any item in Redtail, it will be deleted from your Outlook
Please note: ALL deletions and edits have to be made in Redtail. Items deleted or edited in Outlook would reappear/ revert back in Outlook on your next sync if Outlook is where an item was deleted or edited.
Comments