Outlook (Exchange) Integration

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  • 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.
Outlook (Exchange) Integration

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