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Posts Tagged ‘Office 2010’

Calendar management: Synergy in your Outlook appointment

Written by Martin Ortgiess on . Posted in Exact Synergy

You are planning a meeting with a prospect. Once you set date and time, you plan the meeting in Outlook and invite the prospect at your office. Also 2 colleagues of you will join the meeting. Sounds simple, but if you want to register this visit in Exact Synergy Enterprise and link it to the prospect card, it is time consuming.

Calendar management is a simple feature that can help you with this. When you plan your meeting or appointment in MS Outlook, you can link the prospect in your Outlook appointment. When the appointment is created in MS Outlook, it will be synchronized to Synergy and the prospect will automatically be linked. Besides the account, you can also link a contact person or a project.

For more information, take a look at the release note or watch the video (1.57 minutes)