Appointments Tasks: Difference between revisions

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(Created page with "* Available in 4.3.0 (June 2015)")
 
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* Available in 4.3.0 (June 2015)
Optional functionality (do not use if you are using Sage's own Exchange Integration)
 
One way push from Outlook to CRM.
 
With this option on when you create a task/appt within outlook you will see a webpicker screen.
 
If you create when viewing an entity their details will be set
 
[[File:apptcontext.png]]
 
[[File:taskcontext.png]]
 
If there is no context then the screen will be editable
 
[[File:apptnocontext.png]]

Revision as of 10:51, 28 May 2015

Optional functionality (do not use if you are using Sage's own Exchange Integration)

One way push from Outlook to CRM.

With this option on when you create a task/appt within outlook you will see a webpicker screen.

If you create when viewing an entity their details will be set

If there is no context then the screen will be editable