Enable Calendar Sync
- Evangeline Cruz
Owned by Evangeline Cruz
The Administrator needs to set this on Sync Setting. If enabled, the other users may enable this option to sync their own Calendar events.
Manage Calendar Sync Setting
The connector opens only when you select any message:
1. Click on Other Tools > Automatic Sync from the Connector sidebar. The iSync Server Settings opens.
2. Click on the Sync Settings.
3. Click on the Calendar tab.
4. Click Enable Calendar Sync and the Calendar Integration section will open.
5. On Sync Record Option
- Sync Related - the email is uploaded/linked if invitee is filled
- Sync All - all events are synced
6. On Sync Direction - select whether to sync internal emails or not.
- One-way Calendar to CRM
- One-way CRM to Calendar
- Two-way
7. Click Sync Invitees
8. Click Save.
This now is the setting for all your users using the Calendar Sync.
After this, each user need to click "Other Tools > Automatic Sync" from their Outlook to setup their credentials.
