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Get link | About Sage CRM editions
Tasks: CRM to Exchange
To create a task in CRM and view it in your mailbox:
- Create the task in CRM. For example, a phone call to Arthur Browne of Design Right. Please refer to Scheduling a callback for more information on how to do this.
- Once the next synchronization has taken place, check your mailbox Tasks folder to see the task. The information from the Regarding panel in CRM is displayed in the body of the task in Outlook. The content of this text can be customized by the System Administrator.
See Also:
Synchronizing Tasks
Tasks: Exchange to CRM
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Sage CRM user assistance PDFs
