I would like to be able to ...

Implement Outlook Synchronization

Automatic Contacts sync, controls to associate email with Contacts automatically

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    channeltivitychanneltivity shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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      • Caroline SlaterCaroline Slater commented  ·   ·  Flag as inappropriate

        I can see an outlook code that suggests that it needs to be 'placed somewhere' so as to synchronise with outlook but can somebody steer me to an idiot guide ..... many thanks

      • iraira commented  ·   ·  Flag as inappropriate

        This is definitely the missing link for one of my clients. I am in the process of switching to Tactile from Salesforce for my own business, which is working out great. I have a client who would also make the switch, except that they need to be able to automate the syncing of contacts with Outlook.

      • coolfinncoolfinn commented  ·   ·  Flag as inappropriate

        This is the bit that is missing from this app for me. Changing contacts in two places is a pain. Meetings etc could be associated with an opportunity/contact/organisation.

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