Tasks - Automatically Create in Outlook

Created by Martin Parkinson, Modified on Sun, 2 Jul, 2023 at 3:19 PM by Martin Parkinson

When creating a TASK in Influence there is a tick box labelled [Create in Outlook]

If you tick this box, then as well as creating a task within your Influence database, it will also create a reminder item within your MS Outlook.

The [Create in Outlook] box can be set as ticked by amending the settings in the [Call Types] (019) code table.

To amend this setting you will need to speak to Influence and get us to help you.

(Influence info: This requires going into Maintenance > Setup > Codes Tables, opening the Call Type (019) code table, and then ticking the [Extra Info] box. Add a number to column 8, labelled 'OL Appt Dur Neg-Invte'

For older systems, there may only be 5-numeric columns which will require a rebuild of the table, and additional steps.