Preventing synchronization to Outlook

You can use the One Way Synchronization option to control synchronization from Sage CRM to Outlook. For more information, see Configuring Classic Outlook Integration.

Alternatively, you can set a flag in the Comm_CRMOnly column in the Communication table to prevent a specific Communication record synchronizing to Outlook. This allows you to use a table script, hidden field, or equivalent to update the column when a communication record is saved and particular criteria are met.

For example, you might want to not synch communication records with an action of Phone In. The Comm_CRMOnly flag overrides the value in One Way Synchronization.

1. Open Microsoft SQL Server Management Studio and connect to the Sage CRM database.
2. Set Comm_CRMOnly to 1 in the Communication table.