Friday 27 July 2012

Outlook Calendar Sync in Dolphin4 CRM

The Dolphin4 CRM module can sync your calendar information from Outlook.

The Calendar Sync was released in our October 2010 release , and enhanced in Feb 2011, in version 4.448.34.67

The Outlook Sync will ignore anything from your Outlook calendar that does not fall within 180 days of the current date. It will also only sync Outlook Appointments with a category of 'Dolphin' attached to them.

Microsoft have a very nice help page which explains how to create a new category in Outlook:

The reason for the sync limit of 180 days is 2 fold:

By limiting the number of appointments that occur within a specified time period, we can speed up the completion of the sync, whilst keeping your calendar updated with the most important and recently relevant information. 

The 180 days runs into the past , and into the future, so you can see all upcoming appointments for the next 6 months as well as old appointments and meetings within the last 6 months. 

This 'sync limit' is a variable setting, which can be adjusted for you by your Distributor should you wish to have a shorter time span, or a longer time span covered.

The only important thing to remember is that if your calendar is full to the brim with multiple appointments, and they are all categorised as 'Dolphin' , making the sync limit greater than 180 days will dramatically increase the time you wait for the sync to complete.

Changing the time limit also applies company wide, so if you do want to increase the number of days, make sure all the users in your company are happy with this change, as it will affect everyone's calendar.

To find out how to check which version of dolphin you are using you can read this previous blog post .

If you would like to know more about our various releases, and read all our release notes, you can find the information on this website.

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