Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There are two type of User designation:

Administrator has the right to Add/Edit/Delete users or update Licenses.

User only has access to his profile.

How to Connect to your Calendar

1.  Click Connections icon on the Tools bar.

2.  On the Calendar Sync section,

Select the checkbox "Enable Calendar Sync"

3.  The Calendar Server details section displays

4.  On the Provider dropdown, select a provider.

a.  If Google or Outlook.com, Office 365

Click Connect.

Choose an account that you want to use, in case there are multiple accounts active.

Enter Password.  This is the password for your email/calendar.

Prompt box displays asking you to Allow Email Connector Sync to access your calendar, click Allow button.

b. If iCloud,

Enter Username and Password*

*You have to generate an app-specific password to use with iEnterprise CRM. Refer this link for instructions : https://support.apple.com/en-in/HT204397

c.  If Exchange Server,

Enter Server, Username and Password

d.  Other,

Enter Caldav URL

Enter Username and Password

5.  Screen refreshes and status says "Connection Success".


Tip
titleNext Step

The connection to CRM is established.

Emails and Calendar items are regularly Synced with your CRM.

Click on Sync Calendar Now button to get results right away.




Related Pages

Filter by label (Content by label)
showLabelsfalse
max10
spacesICRM
showSpacefalse
sorttitle
typepage
cqllabel in ( "iSync" , "crmconnection" ) and type = "page" and space = currentSpace ( )
labelsdocumentation-space-sample

Search this Product

Live Search
spaceKeyECS
additionalnone
placeholderType word to search
typepage