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Table of Contents
1.1 Creating a shortcut
1.2 Adding new CRM Users & Home Panels
2. Contact Management
2.1 Adding Contacts
2.3 Editing Contacts
2.4 Contact Notes
2.6 Contact Files
2.7 E-mail Contacts
3.1 Quick Search
3.2 Advanced Search
3.3 Merge Funtionality
3.3.1 Creating Templates
3.3.2 Word/PDF files
3.3.3 Excel Export
3.3.4 Sending an e-mail shot
3.4 Creating a Group
4. Task & Calendar
4.1 Tasks via a Contact
4.2 Tasks via the Calendar
4.3 Share with Outlook via Ical
4.4 Share with Gmail desktop & phone via iCal
4.5 Share Calendar with iPhone
5.1 Forecasts: Adding Targets
5.2 Forecasts: Adding Forecasts
5.3 Forecasts: Adding Actuals
5.4 Forecasts: Reports
6. Client List
6.1 Formal Review
7.1 Event Setup
7.1.1 Event Targets
7.1.2 Event Offers & Options
7.1.3 Event Survey
7.3 Building Data
7.4 Appointing Data
7.5 Presentation Prep
7.6 Presentation Matrix
7.7 Event Reports Overview
8. Record Security (In Progress)
8.1 CRM Options/User Options
9.1 Appendix A
9.2 Appendix B
Sharing a CRM Calendar with Outlook
N.B. Left click any image to expand:
You can view a CRM calendar with Outlook or Gmail via an iCal feed.
An iCal feed is a one way road - amendments can only be made to tasks within the CRM, not within Outlook.
Any amendments made to tasks within the CRM will reflect in your e-mail client calendar as and when 'syncs' occur.
iCal feeds only show tasks from 30 days in the past going forward. It will not be able to show older tasks.
Administrator level users can add their own calendar, all users calendars or multiple users calendars as required.
Standard level users can only add their own calendars.
The steps for sharing a CRM calendar in Outlook and Gmail are different.
From the '
' page, left click the '
Left click on the calendar you want to sync. Fig.2
. A popout window may appear
. If this occurs, left click '
' as you have initiated the action.
A popout window will open requesting confirmation that you wish to add the internet calendar and subscribe to updates. Left click '
The calendar will now be visible in your Outlook calendar
. Use the checkbox to select/deselect calendars as required
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