Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings

Outlook Sync - Details

Status: Under Consideration
by Bronze Super Contributor craigf on ‎06-10-2014 07:07 AM

WIth the new Outlook Sync, The activity syncs across with notes and subject, however none of the account and or contact details are synced over.

 

If you only have access to Outlook then the activity information is of very little value.

 

Could we please have the Account & Contact details sync over.

 

Regards

 

Craig

Comments
by Moderator Moderator
on ‎06-10-2014 07:44 AM

Hi Craig,

 

For clarification, are you looking for synced activites to be linked with contacts? Or is there a problem syncing accounts and contacts in general?

 

~Kevin

by Bronze Super Contributor craigf
on ‎06-10-2014 07:49 AM

Hi Kevin,

 

Just looking for the synced activity to contain the account & contact details.

 

Currently they do not contain the detail of the account or contact the activity is for.

 

Regards

Craig

by Copper Elite Contributor
on ‎06-12-2014 04:22 AM
Agree. And the first thing upgraded customers have asked for. If it could provide Account/Contact information similar to how Advanced Outlook Integration does. Or better yet provide field mapping capability like Intellisync did.
by Gold Super Contributor RJLedger
on ‎06-12-2014 06:07 AM

@swatson.. sounds just right... give us (back) the ability to map.. and add the ability to customize.. maybe release the source code?

by Moderator Moderator
on ‎06-16-2014 08:53 AM

Here are a few options currently available or in the works. 

 

  1. Saleslogix Xbar will show contact and account details within Outlook for everybody associated with a calendar item. This works well when multiple people are included in the meeting but not as much when it's a personal appointment to call a particular client.
  2. We are working on a new Exchange integration that will have the functionality you are looking for. There is no timeline for that, yet.
  3. The source code for Desktop Integration is available to our business partners through normal channels. This is probably your best short-term option.  

I will see if we can improve Outlook Sync in conjunction with the new Exchange integration as they will work heavily together (though not codependent). Thanks!

 

~Kevin

by Gold Super Contributor RJLedger
on ‎06-16-2014 09:42 AM

@kdragg00 - Thanks for the update!

 

We all (in "partner land") will be looking toward evential access to the source (code) for all of this (not just desktop integration - which is part of the normal 8.x distribution anyway ;-)

by Bronze Super Contributor craigf
on ‎06-17-2014 01:18 AM

Can you not just pull over the account & contact details, I appreciate the XBar may give you the details but if customers just want to see there their appointments on their calendar or indeed on their mobile they need to see who they are with.

the notes and subject are pulled across, surely the other details can also be included?

 

Regards

Craig

 

 

by Gold Super Contributor RJLedger
on ‎06-17-2014 06:00 AM

@Craig - No matter how you slice and dice it - you WILL need source code and be able to customize ALL this stuff (Outlook SYnc, ExchangeLink, and Xbar) to meet the needs of your custoomers.

 

Saleslogix (or ANY CRM Vendor) will NEVER be able to deliver an OOTB product that meets all the needs/requirents of our customers. This is why products like act! (first released in 1987), saleslog!x (firstt released in 1997) came as CUSTOMIZABLE software.

 

In the tradition of these products, all add-ins/ons need to come w/source.

by Bronze Super Contributor craigf
on ‎06-17-2014 06:16 AM

Hey RJ, Agree with your comments, source code is required and one size fits all is impossible to meet everyone's requirements.

 

That said what I was originally asking for is the basic essentials of syncing an activity, include the details of who the contact and company are, these in my eyes at least are a necessity (i.e. who is my appointment with, ah bugger the details are not included on the activity) and will suffice for a lot of smaller companies.

 

Without the essentials I think the activity sync is pretty worthless.

 

Regards

Craig

by Moderator Moderator
on ‎08-01-2014 04:57 PM
Status changed to: Under Consideration
 

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels