Appointments Tasks: Difference between revisions

From Accelerator for SageCRM
No edit summary
No edit summary
Line 2: Line 2:


One way push from Outlook to CRM.
One way push from Outlook to CRM.
  * (recurring appts/tasks is not supported)


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

Revision as of 11:26, 28 May 2015

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

One way push from Outlook to CRM.

 * (recurring appts/tasks is not supported)

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