Outlook (Exchange) Integration

customertrax 1. Handle CRM 1.0, x. Uncategorized

  • Requires Mobility license
  • Compatible with: Exchange 2007, Exchange 2010, Exchange 2013, Office365
  • If your exchange server is not hosted in house or by JDO, please verify that your Exchange Host Provider will allow impersonation scripts to be run on our behalf.
  • Please see attached document for required information and further instructions.
  • You cannot sync calendar/contacts with Outlook and Google at the same time, it is one or the other.
  • Exchange Handle Integration rev09102014

Features:

Appointment

1-way (View Only)

  • Appointments that exist in your Outlook calendar can be viewed in Handle Calendar.
  • You can convert/copy an appointment into Handle.

2-Way (Update)

  • Any sales calls created in Handle automatically synchronize to your Outlook calendar.
  • Any changes such as additional details or time and date will synchronize back to Handle, if the item was created in Handle originally.

Tasks

1-way (View Only)

  • Tasks that exist in your Outlook calendar can be viewed in Handle.

2-Way (Update)

  • Any Tasks created in Handle automatically synchronize to your Outlook calendar.
  • Any changes such as additional details or time and date will synchronize back to Handle, if the item was created in Handle originally.

Primary Contact

  • Assigned accounts are synced to the record manager’s Outlook mailbox

Secondary Contact

  • Assigned account secondary contacts are synced to the record manager’s Outlook mailbox.
customertraxOutlook (Exchange) Integration