In certain cases, where Microsoft accounts are more locked down, you may have issues connecting directly with your Microsoft Teams or Email Account. If you have your CRM calendar connected and not your Microsoft Account you may experience issues connecting Microsoft Teams or Email directly. You can try this by going to Connected Services and […]
Redtail Calendar is the Calendar INSIDE the Redtail CRM. Each User of Redtail has a Calendar. It may seem like one calendar, but each person actually has their “Own Calendar”. Outlook is powered by Microsoft and can come in the form of Office 365 Calendar, Microsoft on Premise Exchange (Intermedia / Smarsh Mail, etc…). Using […]
If you are using Microsoft 365 or Office 365 for your Mail/Calendar Infrastructure, and you want to use GReminders, your users will need to connect their O365 Calendar to GReminders. Trust First and foremost, GReminders is built with a Security first approach. Please visit our Security Center and request our Security Whitepaper from your GReminder’s […]
If you are a large enterprise there is a high likelihood you are running Microsoft Exchange or have migrated to Microsoft’s Cloud Email offering Office 365. Many companies are still running Microsoft Exchange On Premise and haven’t moved to Azure or Office 365 yet. This article covers Service Accounts for BOTH Hosted/On Premise Exchange AND […]
Part of sending Text Reminders is getting confirmations that your client or customer will show up to the appointment. By default, you are notified by Email (or SMS, depending on your settings) that your customer has confirmed. However, sometimes its nice to be able to see this at a glance within your Google or Microsoft […]
