Appointments Tasks

From Accelerator for SageCRM
Revision as of 09:51, 28 May 2015 by Sagecrmw (talk | contribs)

Optional functionality (do not use if you are using Sage's own Exchange Integration)

One way push from Outlook to CRM.

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