Setting Exchange synchronization options

The rules that are used to synchronize data between Sage CRM and Exchange are based on the default Exchange synchronization management settings where appointments, tasks, and linked contacts are synchronized in both directions during Exchange Integration. You can change the values of these settings to suit your particular business requirements.

1. Click <My Profile> | Administration | Email and Documents | Exchange Server Integration | Synchronization Management.
2. If the connection is currently enabled, click Disable. The Connection Status must be disabled to make changes to Exchange synchronization options.
3. Click Change.
4. Change the values in the Synchronization management fields.
5. Click Save.