Appointments Tasks: Difference between revisions
From Accelerator for SageCRM
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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