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:
- Click Save & Close to commit the related items.
The task or schedule item appears in NexJ CRM with the related items added.