- Compatible with: Exchange 2007, Exchange 2010, Exchange 2013, Office365
- If your exchange server is not hosted in house or by JDO, please verify that your Exchange Host Provider will allow impersonation scripts to be run on our behalf.
- Please see attached document for required information and further instructions.
- You cannot sync calendar/contacts with Outlook and Google at the same time, it is one or the other.
- ExchangeHandleIntegration
Features:
- Appointment
- 1-way (View Only)
- Appointments that exist in your Outlook calendar can be viewed in Handle Calendar.
- You can convert/copy an appointment into Handle.
- 2-Way (Update)
- Any sales calls created in Handle automatically synchronize to your Outlook calendar.
- Any changes such as additional details or time and date will synchronize back to Handle, if the item was created in Handle originally.
- 1-way (View Only)
- Tasks
- 1-way (View Only)
- Tasks that exist in your Outlook calendar can be viewed in Handle.
- 2-Way (Update)
- Any Tasks created in Handle automatically synchronize to your Outlook calendar.
- Any changes such as additional details or time and date will synchronize back to Handle, if the item was created in Handle originally.
- 1-way (View Only)
- Primary Contact
- Assigned accounts are synced to the record manager’s Outlook mailbox
- Secondary Contact
- Assigned account secondary contacts are synced to the record manager’s Outlook mailbox.
Outlook (Exchange) Integration