Who should connect their Redtail Calendar?
All Full users
Why do I need to connect my Redtail Calendar to Jump?
Calendars play an important role in Jump. Read more here about why they're important, and how to make the initial Redtail Calendar <> Jump integration.
How do I only include specific Redtail Calendar categories in Jump?
Redtail's calendar categories are almost like sub-calendars, so you might only want Jump to include specific ones (e.g., "Client Review Meeting," "General Information," etc.)
You can pick which categories you want Jump to access by going to User settings > Preferences > Calendars > Calendar preferences.
Choose the Redtail Calendar categories you want pulled into Jump from the options in the dropdown.
Make sure to click Save after making your selections. Any changes should reflect in your Upcoming tab within a few minutes.
How do I limit the events that pull into Jump from a given Redtail Calendar category?
Following the above steps allows you to filter out the Redtail Calendar events that pull into Jump based on specific categories.
If you'd like to further filter down the events that pull into Jump from a given category, you can set custom Event filters, which you can learn about here.
For more on the Redtail calendar generally, see the Redtail article here.
Still need help configuring your Redtail Calendar preferences in Jump? Reach out to [email protected] for assistance.
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