Appointments Tasks: Difference between revisions
From Accelerator for SageCRM
No edit summary |
No edit summary |
||
| 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 | |||
Revision as of 08:06, 14 June 2016
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
CRM Address book
Before using the CRM Address book you should click on the option to "Invite Attendees"
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
