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Tips & Tools - SageCRM

Tips & Tools - SageCRM - Archiving User Activity Records
 Archiving User Activity Records

In order to improve performance and save space, you can archive records or CRM activity logs. Once the files are archived, they are removed from the All User Activity Page and stored as a .CSV document in the system log files.

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Tips & Tools - SageCRM -Toolbar in Microsoft Outlook
Where did my SageCRM toolbar go in Microsoft Outlook?

 

I have been synchronizing my SageCRM and Outlook since the first MAS90 EES release we installed. I find it very handy to be able to switch back and forth between the applications so I can track email and meetings I have with clients and share this information with others on the team.

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Coordinating CRM and Outlook
Coordinating Sage CRM and Microsoft Outlook

Always specify and start and end time on appointments when synchronizing between SageCRM and Microsoft Outlook

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Tips & Tools - SageCRM - Reoccurring Meetings and Appointments
Tips for setting up recurring meetings or appointments between Sage CRM and Outlook

Another thing that seems to become confused between SageCRM and Outlook is Outlook’s is when you create a recurring appointment or meeting. SageCRM doesn’t hand the “No end date’ option very well and may not bring over the appointment correctly. To avoid problems between the applications, specify the “End after’ number. A good rule of thumb is to schedule meetings for a year or less and create a new meeting at the beginning of each calendar year.

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