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"Sync To Outlook" - what does this field do?

Updated: 05 October 2020 15:16:15 OpenCRM::Contacts OpenCRM::Add-in::Outlook

This tickbox field on the Contacts module works in conjunction with the sync options available with our integration with Microsoft 365Googlesync, and the Outlook Add-In

Outlook Add-In

If a record does not have the "Sync to Outlook" box ticked, this will contact will automatically be excluded when using the Outlook Add-In.

Googlesync / Microsoft 365

On each User settings, you have the option to ignore/ override this tickbox

More information about the Outlook Add-In: can be found here.

See Also: this FAQ

 

More information regarding Googlesync: is also available.

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