Outlook (Exchange) Integration

• 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.
• 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.
• 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.