Appointments Tasks: Difference between revisions

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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 10:26, 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