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#AUTOTASK OUTLOOK ADD IN HOW TO#
#AUTOTASK OUTLOOK ADD IN INSTALL#

, 2, 3, 4, 5, 6 weeks from today, and 1 year from today. Get Future Calendar Items can be set to 1 week from today (default) Select the time window for synching future calendar items. Get Past Calendar Items can be set to Not before today (default), or 1, 2 or 3 weeks before today. Select the time window for synching calendar items in the past.

To enable calendar integration, click the Enable Calendar Integration check box.

The MS Outlook Extension - Options window opens. To optionally enable calendar integration, do the following:

#AUTOTASK OUTLOOK ADD IN INSTALL#

If this option is selected, click to clear the check box.When you install the MS Outlook Extension, calendar integration is initially disabled.

Under the heading Export Autotask Items to Exchange, locate the option "Allow Contacts where resource is account manager or opportunity owner".

The MS Exchange configuration page opens, with three tabs for configuring

From the Admin menu, select > Admin > Extensions & Integrations > Microsoft Extensions > MS Exchange.

Note that changes made to the extension configuration page will apply to all MS Exchange Extension users. These instructions apply to applications where the MS Exchange Extension is already configured. Turning off contact synchronization for the MS Exchange Extension If synchronization of contacts is enabled in MS Exchange, you cannot use the contact integration features in Outlook. In addition to enabling contact integration for the Outlook Extension, when you are using the Autotask MS Exchange Extension as well you must turn off contact synchronization for the MS Exchange Extension. Transferring contacts in Outlook with the MS Exchange Extension enabled Refer to Sending Outlook contacts to Autotask or Getting contacts from Autotask. Refer to Creating new contacts.įrom the Autotask group More menu you can use the Get and Send options to transfer Contacts between Outlook and Autotask. Click Contact to launch the Autotask New Contact page. If you are in the Outlook Contacts view, the Contact option in the Add to Autotask > More menu is active and available. The "More" options available on the ribbon may vary depending which Outlook view you are working in. The Autotask Ribbon appears on the Autotask tab in Outlook. The Autotask ribbon in the Outlook Contacts view Refer to Transferring Contacts in Outlook with the MS Exchange Extension Enabled. NOTE If you are also using the Autotask MS Exchange Extension, you must turn off contact synchronization for MS Exchange in order to integrate contacts using the Outlook Extension.

Create new Autotask contacts right from within Outlook and have them appear in both Autotask and Outlook.

Transfer Autotask contacts to Outlook.

Refer to Sending Outlook contacts to Autotask.

Select Outlook contacts and manually transfer them to Autotask.

When contact integration is enabled, you can:

#AUTOTASK OUTLOOK ADD IN HOW TO#

For information on how to enable contact integration, refer to Configuring MS Outlook options. When you install the Autotask MS Outlook plug-in, contact integration is initially disabled. Transferring contacts between Outlook and AutotaskĬontact integration is an optional feature of Autotask MS Outlook Extension that can be enabled or disabled by each individual user.