Synchronization
Automatic Synchronization
Bring together your information by intelligently and automatically synchronizing ClarifyCRM components with Outlook:
| Outlook Functions | Clarify CRM Functions |
| Contact List | Contacts |
| Calendar Items | Action Items |
| Tasks/To-Do | Action Items |
| Messages | Log E-mail |
- Automatic logging of conflicts and item collision to be resolved by user
- Set-up filters to customize the synchronization process, and arrange information into sub-categories
Manual Synchronization
- Synchronize objects manually from either Clarify or Outlook with a new toolbar button:
- Move single items, multiple items, or entire lists
- Take control of the synchronization process to resolve conflicts and overlap.
