Sage CRM

Hi all, My client have Microsoft Account for their emails and Calendar. But do not have Microsoft Exchange. can the calendar synchronization works without Microsoft Exchange? 1) Can the sync work with standard IMAP/SMTP servers? 2) Can the sync…

I am adding my Outlook contacts to CRM and most have a company name in them obviously so I know where they work. The company name in the contact always matches the actual company name in Sage100 and CRM so in theory it should work. The way they tell you…

2) When using CRM Plugin to move a contact from Outlook to CRM, if the company name does not match EXACTLY with the customer name in CRM, there is no way to choose from existing “similar” company names. Can this be fixed? a) Notice difference in company…