Appointments Tasks: Difference between revisions
From Accelerator for SageCRM
(Created page with "* Available in 4.3.0 (June 2015)") |
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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 09:51, 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
