{"id":12875,"date":"2016-05-31T07:17:17","date_gmt":"2016-05-31T07:17:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12875"},"modified":"2016-05-31T07:17:17","modified_gmt":"2016-05-31T07:17:17","slug":"alter-additional-information-of-appointmenttask-details-in-outlook-from-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/alter-additional-information-of-appointmenttask-details-in-outlook-from-sage-crm\/","title":{"rendered":"Alter Additional information of Appointment\/Task Details in Outlook from Sage CRM"},"content":{"rendered":"

In the below blog I will be explaining about a feature that\u2019s been available since CRM version 6.2. This feature can help you sync fields from Company\/Person\/Address entities of the CRM Appointment\/Task to the available Outlook Appointment\/Task body.
\nNew Stuff:\u00a0<\/em><\/strong><\/span>How to set the background Color of Fusion Chart Report<\/a>
\nHere, we are going to explain you how to add the additional field in Outlook task body. In this blog will be adding the adding persons email address (i.e. pers_emailaddress) to Outlook Task body.
\nTo add the additional field in Appointments:
\n<\/strong>1) Login to the Sage CRM as an Administrator User.
\n<\/strong>2) Navigate to Administration<\/strong>\u00a0><\/strong>\u00a0Customization\u00a0>\u00a0Translations.
\n<\/strong>3) Enter the Caption code as <\/strong>OTL_AppointmentDetails and click on find button.
\n4) You will get the Translation entry select the same.<\/strong>
\nNow add the <\/strong>Person Email address in the <\/em>US\/UK\/FR\/DE translations. Refer below screenshot.
\n\"Translation<\/a>
\nTo Add the Additional field in Task, follow all above mentioned steps. Just use the Caption Code as OTL_TaskDetails\u00a0 in Step 3
\nNow, to check the changes. Create the Task or Appointment for any person for which Email address is available:
\n\"Person<\/a>
\nCreate a Task for the same Person and Company in CRM.
\n\"Task<\/a>
\nAfter performing the Sync from CRM to\u00a0Outlook, the task will appears in Outlook My Task Folder.
\n\"Outlook<\/a>
\nOn opening the task you will observe that the Person Email Address<\/strong> is added on the Email Body.
\n\"Email<\/a>
\nSimilarly you can also add other\u00a0fields from different entities (Company\/Person\/Address). Don\u2019t forget to write us in case you face any difficulty.
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso Read:
\n<\/em><\/strong><\/span>1)\u00a0Do not file a Communication from email screen and send only using outlook
\n<\/a>2)\u00a0Installing Outlook integration with SageCRM 7.2
\n<\/a>3)\u00a0Create Follow-Up Task after Filing Email in Sage CRM from Outlook
\n<\/a>4)\u00a0First Ever Sage CRM Chrome Plugin \u2013 Gmail sync for Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In the below blog I will be explaining about a feature that\u2019s been available since CRM version 6.2. This feature can help you sync fields from Company\/Person\/Address entities of the CRM Appointment\/Task to the available Outlook Appointment\/Task body. New Stuff:\u00a0How to set the background Color of Fusion Chart Report Here, we are going to explain\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14,16,17,71,83,97,98,274,275,276,285,286,332,336,337,338,340,342,351,388,389,408],"tags":[],"class_list":["post-12875","post","type-post","status-publish","format-standard","hentry","category-add","category-add-contacts","category-addons","category-company","category-crm72","category-customer","category-customization","category-outlook","category-outlook-2013-classic-integration","category-outlook-integration","category-person","category-phone","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-guide","category-sage-crm7-3","category-screen-sage-crm","category-sync","category-synchronization","category-translations"],"yoast_head":"\nAlter Additional information of Appointment\/Task Details in Outlook from Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/alter-additional-information-of-appointmenttask-details-in-outlook-from-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Alter Additional information of Appointment\/Task Details in Outlook from Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In the below blog I will be explaining about a feature that\u2019s been available since CRM version 6.2. 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