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".

Next 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.

iEnterprises.com

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