Appointments: Difference between revisions
From Accelerator for SageCRM
(Created page with "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...") |
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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. | 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. If not then there is a button there to add in a link. | If the "New Appointment" menu item is clicked from the task pane then this will add in a link. | ||
If not then there is a button there to add in a link. | |||
Revision as of 12:51, 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.
If not then there is a button there to add in a link.
