Outlook (Exchange) Integration

• 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.