Tonight we will be pushing the new exchange sync functions.
With this update SaleMiner now has complete and bi-directional integration with Microsoft Exchange for Contacts and Reminders/Appointments. The system will now also display your outlook appointments in the calendar view and the mini-cal on the add appointment form.
This update marks the end of the primary phase of our Exchange integration providing a way of seamlessly syncing the SaleMiner information with information available in outlook/exchange.
Notes
- Items marked as personal or private in outlook will only be viewed by the owner
- Outlook only calendar items are displayed with a purple flash
- SaleMiner contacts are displayed with a red flash
- If you open an outlook only appointment in SaleMiner and assign a lead the appointment will become a SaleMiner appointment.
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