Download Retriever for Tailwag Today and Enjoy the Benefits of Syncing Your Redtail CRM and Outlook Data
How to Download and Use Redtail Retriever
If you are a financial professional who uses Redtail CRM or Imaging, you might be wondering how to download and use Redtail Retriever, a synchronization application that allows you to sync your contacts and calendar activities between Redtail and your local Microsoft Outlook. In this article, we will explain what Redtail Retriever is, how to download it, how to install and set it up, how to sync your data, and what benefits it can offer you.
What is Redtail Retriever?
Redtail Retriever is a tool that enables you to synchronize your contacts and calendar activities between Redtail CRM or Imaging and your locally installed version of Microsoft Outlook. There are two types of Redtail Retriever: Retriever for Tailwag and Retriever Cloud.
download redtail retriever
Retriever for Tailwag
Retriever for Tailwag is a synchronization application built using the Microsoft .NET Framework. It allows you to sync your contacts and calendar activities between Redtail CRM and your local Outlook. You can choose which data fields to sync, how often to sync, and whether to sync in one or both directions. You can also view the sync history and logs, as well as resolve any conflicts that may arise during the sync process.
Retriever Cloud
Retriever Cloud is a web-based synchronization tool that allows you to sync your contacts and calendar activities between Redtail CRM or Imaging and your Office 365 or Google Calendar. It does not require any installation or setup on your computer. You can access it from any device with an internet connection. You can also customize your sync settings, such as the sync frequency, direction, and filters.
How to Download Redtail Retriever
The download process for Redtail Retriever depends on whether you are using Redtail CRM or Imaging.
From Redtail CRM
To download Retriever for Tailwag from Redtail CRM, follow these steps:
Log in to your Redtail CRM account using your username and password.
Hover over the Help and Resources menu in the upper right corner.
Click the "Download Retriever for Tailwag" link in the resulting menu.
Select "Run" when prompted to run or save Retriever.
To download Retriever Cloud from Redtail CRM, follow these steps:
Log in to your Redtail CRM account using your username and password.
Hover over the Integrations menu in the upper right corner.
Select "Retriever Cloud" from the drop-down list.
Click the "Sign In" button on the Retriever Cloud page.
From Redtail Imaging
To download Retriever for Tailwag from Redtail Imaging, follow these steps:
Log in to your Redtail Imaging account using your username and password.
Click the "Download" button on the top right corner of the page.
Select "Retriever for Tailwag" from the list of available downloads.
Select "Run" when prompted to run or save Retriever.
To download Retriever Cloud from Redtail Imaging, follow these steps:
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Follow the instructions on the screen to complete the download process.
How to Install and Set Up Redtail Retriever
After you have downloaded Redtail Retriever, you need to install and set it up on your computer. The installation and setup process for Retriever for Tailwag and Retriever Cloud are different.
Installation Wizard
To install Retriever for Tailwag, follow these steps:
Double-click the Retriever.exe file that you downloaded.
Click "Next" on the welcome screen of the installation wizard.
Read and accept the license agreement and click "Next".
Select the destination folder for Retriever and click "Next".
Click "Install" to begin the installation process.
Click "Finish" when the installation is complete.
To install Retriever Cloud, you do not need to do anything, as it is a web-based tool that does not require any installation on your computer.
Setup Wizard
To set up Retriever for Tailwag, follow these steps:
Launch Retriever from your desktop or start menu.
Enter your Redtail CRM username and password and click "Login".
Select the Outlook profile that you want to sync with Redtail CRM and click "Next".
Select the sync direction (one-way or two-way) and the sync frequency (manual or automatic) and click "Next".
Select the data fields that you want to sync for contacts and calendar activities and click "Next".
Review your sync settings and click "Finish".
To set up Retriever Cloud, follow these steps:
Log in to Retriever Cloud using your Redtail CRM or Imaging username and password.
Select the calendar service that you want to sync with Redtail CRM or Imaging (Office 365 or Google Calendar) and click "Connect".
Authorize Retriever Cloud to access your calendar service and click "Allow".
Select the sync direction (one-way or two-way) and the sync frequency (manual or automatic) and click "Save".
Select the filters that you want to apply for contacts and calendar activities and click "Save".
Review your sync settings and click "Start Syncing".
How to Sync Contacts and Calendar Activities with Redtail Retriever
Once you have installed and set up Redtail Retriever, you can start syncing your contacts and calendar activities between Redtail CRM or Imaging and your Outlook or calendar service. You can sync manually or automatically, depending on your sync settings.
Manual Sync
To sync manually with Retriever for Tailwag, follow these steps:
Launch Retriever from your desktop or start menu.
Click the "Sync Now" button on the main screen.
Wait for the sync process to complete. You can view the progress bar and the status messages on the screen.
Click the "View Log" button to see the details of the sync process. You can also view the sync history by clicking the "History" tab.
If there are any conflicts or errors during the sync process, you can resolve them by clicking the "Resolve Conflicts" button. You can choose to keep either the Redtail CRM or Outlook version of the data, or merge them together.
To sync manually with Retriever Cloud, follow these steps:
Log in to Retriever Cloud using your Redtail CRM or Imaging username and password.
Click the "Sync Now" button on the main screen.
Wait for the sync process to complete. You can view the progress bar and the status messages on the screen.
If there are any conflicts or errors during the sync process, you can resolve them by clicking the "Resolve Conf