Sync to Outlook
Explanation
This activity is used to create an outlook meeting from a business activity.
Prerequisites
- A Business Activity must have been entered and saved.
- The Outlook Calendar Sync must have been configured and started.
System Effects
As a result of this activity, an outlook meeting is created and linked to the
business activity. Changes in Outlook will be synchronized to IFS
Application.
Window
N/A
Related Window Descriptions
N/A
Procedure
- Open the Business Activity page and
search for the record you want to synchronize with outlook.
- Click Sync to Outlook.
- Wait until Sync Status is changed to Synced.
- Open the appointment in Outlook. Click Open Outlook Meeting to view the
meeting in Outlook web.
- If contacts and representatives were entered for the business activity,
these are listed in the body of the appointment. Add them as attendees and
send the meeting invitation.