This feature enables the user to view meeting schedules from their calendar application directly from iCRM.
The Administrator needs to set this on the Integration Settings. If enabled, it will be available on the User profile.
Currently, sync is only one way to iEnterprise CRM.
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Automatic Sync Calendar to iCRM is only available on the Unlimited Version |
How to Enable Calendar
IntegrationSync
1. Click Setup from the Toolsbar and select Global Settings.
2. Click Integrations on the left panel.
3. On the Calendar tab,
Select the checkbox "Enable Calendar Sync"
4. On the"Automatically Sync Calendar to iEnterprise CRM",
a. Select "Sync Related", to sync only calendar entries with existing Contacts or Lead.
b. Select "Sync All", to sync all calendar entries.
5. Click Save.
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The Calendar Integration fields are now available on the User Profile. Here is a link to Setup calendar server details. |