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Creating a Calendar Activity [Video]  

Find out how to manage your calendar information - Here

Activity Operation Feature 

A new checkbox entitled “Sync to Integrated Calendar Provider” is now available.  This checkbox is dynamic, meaning that if you select this checkbox it will sync the event back to the integrated calendar. The checkbox will differ depending on your integration. Note: the term "Integrated Calendar Provider" refers to either Outlook or Google Calendar. Whichever email provider you choose it will display. If the reverse or bi-directional sync option is not selected, the "Sync to [Calendar Provider] field” will not be displayed.  

Notes 

Maintain activity details using "Notes". A private note can be used to store private meeting information. This information will not be synced and will remain private. Underneath notes, you will see “Private will not be synced”     

Note: this is the same field as the current "Details" it has been renamed.  

Event Details 

Share the key terms of the event information here. This information will sync and populate the email description or body of the email invite. It will say “Synced to [Calendar Provider]” where [Calendar Provider] is Outlook or Google 

Take note: If the reverse or bi-directional sync option is not selected, the "Event Details" will not be displayed.  



 



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