Automatically Synchronize Tasks With Outlook

Applies to
Warning
This feature is available in module Contacts & Companies (Enterprise).
    1. In eWay-CRM ribbon, click eWay-CRM Settings.

eWay-CRM Settings

 

    1. Go to Tasks tab.

Tasks Tab in Settings

 

    1. Mark Automatically Synchronize eWay-CRM Tasks With Microsoft Outlook Tasks check box.

Set Automatic Tasks Synchronization

 

    1. Click OK button.

Set Automatic Tasks Synchronization

 

  1. After the Outlook restart, task where you are as solver will be saved from eWay-CRM to Microsoft Outlook. Outlook tasks with Superior Item filled will be updated and Outlook tasks without Superior Item filled will be still only in Microsoft Outlook.