Sunday, June 29, 2008

Send selected contacts from CRM to Outlook

You can now tag contact records in CRM and send them all to Outlook by using the Write to Oulook selection on the Action menu.

Once in Outlook, you can go offline, make changes to the contact information, then have ADAPTcrm update its contact records next time you log in.

Of course, appointments and tasks can also be synchronized in the same way.

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