Tasks

Export

Exports the selected task to the Groupware. You can specify a destination folder if necessary: contact folder, task folder or calendar folder. Formatting supported in the CRM in the comment field are not displayed in the groupware directly, but rather in an additional task document (RTF).

Resolve conflict

Resolves a synchronization conflict between the Exchange server and JustRelate CRM.

Follow-up activities (new)

This is how you can create follow-up activities for the current activity. A form containing attributes copied from the source activity is opened, allowing you to modify the information. All information is copied to the follow-up activity.