Appointments: Difference between revisions
From Accelerator for SageCRM
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If the "New Appointment" menu item is clicked from the task pane then this will add in a link. | If the "New Appointment" menu item is clicked from the task pane then this will add in a link. | ||
[[File:apptnew1.jpg]] | |||
In this case the link to CRM and a TAG will be added | |||
[[File:apptnew2.jpg]] | |||
If not then there is a button there to add in a link. | If not then there is a button there to add in a link. | ||
[[File:apptnew3.jpg]] | |||
Within CRM itself the record will be created also setting any external attendees. Other CRM users will be identified by their email addresses. | |||
Revision as of 10:53, 15 June 2021
Users must link the email to store it into CRM. The system will only send these linked items to CRM and not all Outlook appointments. This is to allow the user privacy control over their appointments and what is stored in CRM.
If the "New Appointment" menu item is clicked from the task pane then this will add in a link.
In this case the link to CRM and a TAG will be added
If not then there is a button there to add in a link.
Within CRM itself the record will be created also setting any external attendees. Other CRM users will be identified by their email addresses.
