Sage Software 5.8 manual Synchronizing with Microsoft Outlook, To do this

Now you can…

Synchronizing with Microsoft Outlook

You can synchronize Microsoft Outlook appointments, tasks, and contact information with CRM appointments, tasks, and contact information using your PDA.

To do this:

1.Ensure that synchronization capabilities are set up between your desktop and PDA. (Refer to the documentation accompanying your PDA for details on how to synchronize with your desktop.)

2.Synchronize Pocket Outlook with your desktop version of Outlook to ensure that you are working with the most up-to-date contacts and appointments from your PDA.

3.Make changes to contacts, tasks, and appointments from your PDA in Pocket Outlook.

4.Synchronize Pocket Outlook with your desktop version of Outlook.

5.From CRM, synchronize Outlook on your desktop with your CRM contacts, tasks, and appointments.

Please refer to the "Working with MS Outlook" in the User Guide for more information on synchronizing CRM with Outlook.

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Log on and off.

Explain basic screen elements.

Search for information.

Add customer information.

Manage your calendar.

Manage leads, opportunities, and cases.

View reports.

Select a Dashboard for your PDA.

Synchronize with Microsoft Outlook.

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