Available Data Points
Not Currently Available
The Portal sync integration (for both 1 or 2-way syncing) with the Redtail CRM currently supports syncing of the following contact data:Status: Active, Deceased & Inactive
First Name
Middle Name
Last Name
Full Name
Tax ID
Date of Birth
Marital Status
Gender: Female, Male
Addresses:
Mailing
Legal (Home)
Work (Employer)
Other
Phone Numbers:
Home
Cell
Fax
Work
Other
E-mail Addresses:
Home
Other
Employer Name
Occupation/Job Title
Citizenship
Country of Citizenship
Not all data can be synced between the two CRMs, including the following items:
Custom fields from Redtail are not available in the sync.
Some custom values in an individual’s Redtail database do not have a corresponding value in the Portal CRM. When this is case, your custom value from Redtail will not sync.
Example: Status.
Redtail CRM uses these standard statuses: Active Client, Deceased & Inactive Client.
The portal has similar statuses and so those values can be synced.
Any other custom defined statuses will not be included in the sync.