The CRM Case Activity-Export to Outlook is a view created by Tecsys that includes only the fields required to execute the Export to Outlook Appointments and Tasks functions on the Search Results/Grid page. The Details page includes all of the fields that are on the CRM Case Activity Details page.

• Note: Because the primary purpose of the CRM Case Activity - Export to Outlook view is to allow you to Export Tasks and Appointment information for Customers and Prospects to Outlook, you cannot edit any of the fields in the Results grid or on the Details page. If you wish to modify any of the fields for a record, you may do so using the Case Activity view.

The following fields are available in the Case Activity view and are based on the order in which they appear in the grid on the search page:

• Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all case activity records. This field cannot be edited.

• Customer Code - displays the Customer Code assigned to the case activity.

• Customer Name - displays the full Customer Name associated with the Customer Code.

• Activity Type - displays the Activity Type assigned to the case activity.

• Busy Status - displays the Busy Status associated with the case activity. The Busy Status is used in conjunction with the Export to Outlook Appointments option.

• Due Date & Time - Outlook - displays the concatenated information entered in the Due Date and Due Time fields from the Case Activity view and is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

• Location - displays the Location at which the current activity is to take place. The Location is used in conjunction with Export to Outlook Tasks option.

• Duration - displays the length of time, in minutes, the activity is set to last. This field is calculated based on the information entered in the Start Date/Start Time and Due Date/Due Time fields from the Case Activity view.

• Description - displays the short Description of the case activity that is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

• Detail - displays a Detail description of the activity that is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

• Completion Date - display the Date on which the activity was completed.

• Percent Complete - displays the Percent Compete status of the activity.

• Outlook Info - displays the concatenated information from the Customer Code, Contact Name and Detail fields from the Case Activity view and is used in conjunction with the Export to Outlook Appointments and/or Tasks fields.
  • Note: If a Contact has not been entered OR if the Contact entered does not exist in the Contact Master (EC30), then the Outlook Info field displays "N/A" in the Contact position.

  • Note: If there were no Details entered for the record, then the Outlook Info field displays "No Details" in the Details position.

• Owner - displays the user ID associated with the case activity Owner. The owner is the person dealing with the case activity.

• Start Date & Time - Outlook - displays the concatenated information entered in the Start Date and Start Time fields and is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

• Default Subject-Outlook - displays the concatenated information entered in the Type and Description fields. The information is prefixed with the phrase ‘<CRM>’ to differentiate Appointments and Tasks that are exported to Outlook through PointForce iTopia from all others. The Default Subject-Outlook field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

• Priority - displays the level of urgency for the current activity.

• Case No. - displays the Case Number assigned to the case through the Cases view.

• Activity Key - displays the system generated key associated with every Activity record created in the CRM module of PointForce iTopia.

For information on the functionality of each button on the Case Activity - Export to Outlook Search Criteria Results/Grid page, click here.