Customizing task and appointment details

You can customize the Sage CRM details that are added to tasks and appointments sent from Sage CRM to Outlook. The additional details are added to the tasks and appointments created in Outlook, but they are not added to the tasks and appointments in Sage CRM.

1. Click <My Profile> | Administration | Customization | Translations.
2. Enter OutlookServerSide in Caption Family.
3. To customize tasks, enter OTL_TaskDetails in Caption Codes. To customize appointments, enter OTL_AppointmentDetails in Caption Codes.
4. Click Find.
5. Click the Caption Code link and click Change.
6. Add tags. For example, to add an alternative phone number to the company section:
   
   Original:
   <Company>Company:
   Name: <comp_name/>
   </Company><Account>Account
   Name: <acc_name/>
   </Account><Person>Person:
   Name: <pers_firstname/> <pers_lastname/>
   Phone: (<pers_phonecountrycode/>)<pers_phoneareacode/> <pers_phonenumber/>
   </Person><Address>Address:
   Street: <addr_address1/>
   City: <addr_city/>
   </Address>
   
   Changed:
   <Company>Company:
   Name: <comp_name/>
   Fax: <comp_faxnumber/>
   </Company><Account>Account
   Name: <acc_name/>
   </Account><Person>Person:
   Name: <pers_firstname/> <pers_lastname/>
   Phone: (<pers_phonecountrycode/>)<pers_phoneareacode/> <pers_phonenumber/>
   </Person><Address>Address:
   Street: <addr_address1/>
   City: <addr_city/>
   </Address>
7. Click Save.
8. Click <My Profile> | Administration | System | Metadata to refresh the translation metadata.
9. To implement the change, log off Sage CRM and Outlook and then log back on to Sage CRM and Outlook.