Appointments: Difference between revisions
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Revision as of 10:58, 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 an Entity 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.
The Appointment TAG
Here is an example tag.
******Powered by CRMTogether.com******8a0c2af9-fc60-439d-be58-42f2415d467e******demo.crmtogether.com******Do not Remove
The section
demo.crmtogether.com
is used to make sure it is this tag is from the correct server.
The number
8a0c2af9-fc60-439d-be58-42f2415d467e
is used to identity the record in CRM. This is stored in the "comm_outlookEntryID" field
