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Managing related task or schedule items

In Microsoft Outlook, you can add and view items that are related to NexJ CRM tasks and schedule items if your application administrator has given you the proper permissions.

Related items include products, opportunities, campaigns, and service requests. Adding related items provides you with more complete information and shows you all of the functions that the task or schedule item is associated with.

  • This functionality is only available if the ShowRelated registry setting is enabled by the application administrator.
  • In addition to adding related items to tasks and schedule items, you can also add related items to emails when you save them to NexJ CRM or create follow-up tasks.

Adding or viewing related items

You can add related items to a new or existing task or schedule item in Microsoft Outlook. You can also view the related items that have been previously added to the task or schedule item, either in Microsoft Outlook or in NexJ CRM.

This functionality is only available if the ShowRelated registry setting is enabled by the application administrator.

To add related items:

  1. In Outlook, open an existing task or schedule item or create a new task or schedule item.
  2. On Task, Meeting, or Appointment tab, click Show Related Items.
    The Related Items section opens.

  3. To add a related item, click the button for that type of item.
    For products, a NexJ CRM Lookup dialog opens. For opportunities, campaigns, or service requests, a Select dialog opens.

    Lookup dialogs allow you to add as many related items as you want. Select dialogs allow you to add a single related item.

    In addition, related funds and events are supported with NexJ CRM version 6.1 and earlier.

  4. Do one of the following:
    • For related opportunities, in the Opportunity dialog, select the desired opportunity and click OK. You can filter opportunities by text in the opportunity description, opportunity state, or by using a predefined filter.
    • For related campaigns, in the Select from My Campaigns dialog, select the desired campaign and click OK.
    • For related products, in the NexJ CRM Lookup dialog, click Add for each related product. You can filter products by text in the product name. Once you have added all the desired related products, click OK.
    • For related service requests, in the Select from My Service Requests dialog, select the desired service request and click OK. You can filter service requests by service request ID or text in the service request description.
  5. Click Save & Close to commit the related items.

The task or schedule item appears in NexJ CRM with the related items added.