Synchronizing Calendar and Tasks
Calendar represents Events, and Tasks represent To dos if we speak PE Front Office terminology. The two way synchronization of events and to dos makes sure that you'll only have to maintain a single calendar. You do not have to switch between Outlook and PE Front Office.
Follow few simple steps to synchronize events and to dos from
Outlook to PE Front Office and vice versa
- Click Synchronize Calendar to sync events and click Synchronize Tasks to sync to dos
- After fetching data from PE Front Office, a pop-up will display the updates done on both ends (PEFO CRM and Outlook)
- To see the information of records to be updated, click Show Details
- Click Accept Changes to update changes on both ends
