Hi,
Adding, editing tasks works ok but I faced a problem with canceling the meeting in CRM and syncing with outlook. Any idea how it works to cancel/delete tasks and sync this action with the outlook calendar?
BR Paulina
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Paulina Ściegienna,
Unfortunately, Creatio will not remove the deleted Activities from Outlook Calendar when deleted in Creatio Calendar.
Moreover, the Creatio Calendar would update only similar fields in the Outlook calendar of the Activity (e.g. the name, the timeset, but not the status of the Activity, as there is no field to update)
Currently, this is an expected Creatio Calendar behavior. The activities can be removed only from the Outlook Calendar if they are required to be deleted.
There is already a problem registered for our R&D team regarding this and such functionality might be implemented in future releases.
Best regards,
Bogdan
What do you mean by "one way"? Activities can be exported and imported but in my tests, canceling/deleting tasks doesn't work in any way (Creatio to outlook & outlook to Creatio)
Paulina Ściegienna,
Unfortunately, Creatio will not remove the deleted Activities from Outlook Calendar when deleted in Creatio Calendar.
Moreover, the Creatio Calendar would update only similar fields in the Outlook calendar of the Activity (e.g. the name, the timeset, but not the status of the Activity, as there is no field to update)
Currently, this is an expected Creatio Calendar behavior. The activities can be removed only from the Outlook Calendar if they are required to be deleted.
There is already a problem registered for our R&D team regarding this and such functionality might be implemented in future releases.
Best regards,
Bogdan