Appointments Tasks - Revision history

Sagecrmw at 12:13, 19 April 2021

2021-04-19T12:13:13Z

← Older revision		Revision as of 13:13, 19 April 2021
Line 1:		Line 1:
			*THIS IS CHANGING IN THE UPDATED UI FROM MAY 2021

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

2018-11-15T10:05:31Z

← Older revision		Revision as of 11:05, 15 November 2018
Line 31:		Line 31:
	DO NOT TURN THIS ON IF YOU ARE USING SAGE CRM'S NATIVE SYNC OR ANY THIRD PARTY SYNC TOOL		DO NOT TURN THIS ON IF YOU ARE USING SAGE CRM'S NATIVE SYNC OR ANY THIRD PARTY SYNC TOOL

			Version 4.7.2.1 update
			All appointments are pushed to the server now and users can edit the CRM data also within the CRM part of the UI

			Reset

			[[File:webpciker_reset.png]]

			Save

			[[File:webpciker_save.png]]
	----		----

2018-10-30T14:39:03Z

← Older revision		Revision as of 15:39, 30 October 2018
Line 3:		Line 3:
	One way push from Outlook to CRM.		One way push from Outlook to CRM.
	* (recurring appts/tasks is not supported, links only to current CRM user)		* (recurring appts/tasks is not supported, links only to current CRM user)
			* Appointments are only updated/pushed if later than yesterday

	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.

2018-08-30T10:39:12Z

← Older revision		Revision as of 11:39, 30 August 2018
Line 66:		Line 66:

	You will see this error when creating a new appointment from the context of an entity		You will see this error when creating a new appointment from the context of an entity

			[[File:appt_entrygroup_error.png]]

2018-08-30T10:38:49Z

← Older revision		Revision as of 11:38, 30 August 2018
Line 57:		Line 57:

	Use this to add in any custom details		Use this to add in any custom details


			----

			One limitation of this is that the comm_opportunityid field cannot be tied to a custom entity

			[[File:appt_custom_end.png]]

			You will see this error when creating a new appointment from the context of an entity

2018-05-03T10:51:47Z

← Older revision		Revision as of 11:51, 3 May 2018
Line 51:		Line 51:

	* sqldatetimeformat3 must be added into the web.config file		* sqldatetimeformat3 must be added into the web.config file


			----
			The "Custom" screen is called "AcceleratorWebPickerCustom" in CRM and is under the "communications" entity

			Use this to add in any custom details

2017-09-19T14:02:08Z

← Older revision		Revision as of 15:02, 19 September 2017
Line 39:		Line 39:

	This opens the area where you set the email address. If you do not open this you will not see any selection going into the appointments until you click this		This opens the area where you set the email address. If you do not open this you will not see any selection going into the appointments until you click this


			----

			Configuration options on setup

			On setup you may need to alter the following settings *
			EG
			<add key="sqldatetimeformat2" value="MM/dd/yyyy HH:mm"/>
			<add key="sqldatetimeformat3" value="dd/MM/yyyy HH:mm"/>

			* sqldatetimeformat3 must be added into the web.config file

2017-06-27T09:37:50Z

← Older revision		Revision as of 10:37, 27 June 2017
Line 2:		Line 2:

	One way push from Outlook to CRM.		One way push from Outlook to CRM.
	* (recurring appts/tasks is not supported)		* (recurring appts/tasks is not supported, links only to current CRM user)

	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.

2016-08-22T13:26:14Z

← Older revision		Revision as of 14:26, 22 August 2016
Line 15:		Line 15:

	[[File:apptnocontext.png]]		[[File:apptnocontext.png]]

			To turn on the Appointment/Tasks (one way from Outlook to CRM) your system administrator must edit the "DisableApptTask" setting in the web.config file.

			The web.config file is located in your CRM "custompages/sagecrmws" folder

			Default

			<add key="DisableApptTask" value="Y" />

			Change to be

			<add key="DisableApptTask" value="N" />

			DO NOT TURN THIS ON IF YOU ARE USING SAGE CRM'S NATIVE SYNC OR ANY THIRD PARTY SYNC TOOL

	----		----

2016-06-14T08:06:29Z

← Older revision		Revision as of 09:06, 14 June 2016
Line 15:		Line 15:

	[[File:apptnocontext.png]]		[[File:apptnocontext.png]]

			----

			CRM Address book

			Before using the CRM Address book you should click on the option to "Invite Attendees"

			[[File:inviteattendees.png]]

			This opens the area where you set the email address. If you do not open this you will not see any selection going into the appointments until you click this