Appointments Tasks

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, links only to current CRM user)

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

To turn on the Appointment/Tasks (one way from Outlook to CRM) your system administrator must edit the "DisableApptTask" setting in the web.config file.

The web.config file is located in your CRM "custompages/sagecrmws" folder

Default

<add key="DisableApptTask" value="Y" />

Change to be

<add key="DisableApptTask" value="N" />

DO NOT TURN THIS ON IF YOU ARE USING SAGE CRM'S NATIVE SYNC OR ANY THIRD PARTY SYNC TOOL

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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