To be registered contact in SugarCRM transferred into Microsoft Outlook, it is necessary for each selected contact so check in SugarCRM property Sync to Outlook. The contact is synchronized to Microsoft Outlook only to the user who is assigned to a contact in SugarCRM see attribute assignment.
Manual synchronization of all tasks is run by clicking on Tasks in ACMARK panel. To Microsoft Outlook are transmitted tasks that are assigned to that user in SugarCRM. When transferring tasks from Microsoft Outlook into SugarCRM is synchronized, task in S
projít na článekFeatures in contact detail If you open in Microsoft Outlook a contact detail, the menu changes in ACMARK panel options menu for the contact. Panel contact detail offers: Synchronize contacts – synchronizes contacts from Microsoft Outlook to SugarCRM. Clos
projít na článekFunction in the email detail If you open the Microsoft Outlook email detail, the menu changes in ACMARK panel menu options for the particular email. Panel detail for email offers these options: Open email in SugarCRM if you click on this button to displa
projít na článekSynchronization records Generally transferred / synchronized always thouse records where the user is registered as the owner in SugarCRM. If meetings are also transmitted, meetings where the user is listed as invitee or participant are listed too. If the
projít na článekIf you are in Microsoft Outlook, open the task detail, the menu in ACMARK panel changes to menu options for the task. Panel for detail task offers the following options: Open task in SugarCRM opens the task in SugarCRM using a browser. If the task has n
projít na článek