Synchronizing tasks

If tasks are set to synchronize bi-directionally between Sage CRM, the Sync Engine synchronizes tasks that have been modified or created within the last 14 days from when the initial synchronization was started.

Tasks are owned by one user only so synchronization occurs between Sage CRM and the Exchange mailbox of the task owner. Mass tasks (tasks generated against groups or lists) are not synchronized and are not included in the skipped items log.

The table below lists task field mappings.

Outlook/Exchange Field	Sage CRM Field (Translation)	Sage CRM Field (Column)
Subject	Subject	comm_subject
Details/Body	Details	comm_note
Start Date	Start Date/Time	comm_todatetime
Due Date	Due Date/Time	comm_datetime
Owner	User	comm_userid
Private	Private	comm_private
Reminder	Reminder Date/Time	comm_notifytime
Priority	Priority	comm_priority
Status	Status	comm_status
% Complete	Percent Complete	comm_percentcomplete
Date Completed	Completed Time	comm_completedtime
Appended to Task Body	CRM Info	Translation caption code OTL_TaskDetails

The table below lists task status mapping when synchronizing from Exchange to Sage CRM.

Outlook/Exchange	Sage CRM
Not Started	Pending
In Progress	In Progress
Waiting On Someone Else	Pending
Deferred	Pending
Completed	Complete

The table below lists task status mapping when synchronizing from Sage CRM to Exchange.

Sage CRM	Outlook/Exchange
Pending	Not Started
In Progress	In Progress
Complete	Completed
Canceled	Not Started