Task synchronization

A task is another type of activity. Where schedule items must have a start and end date, tasks in both NexJ CRM and Microsoft Outlook do not require a start date or a due date. Tasks synchronize two-way with Outlook by default.

By default, when you create a task in Microsoft Outlook, if the email address of a task participant or owner is associated with a contact in NexJ CRM, then the task will be added to the contact's journal in NexJ CRM during synchronization. If the participant or owner is associated with a user, then the task will be added to the user's task list.

However, you can specify email addresses to include in a contact email blacklist, so that the tasks for contacts or users with those email addresses created in Microsoft Outlook are not synchronized with NexJ CRM. In this case, the task will not be added to the contact's journal or the user's task list.

Note: If you create a task in Microsoft Outlook with Rich Text Format or HTML format and then update the item using NexJ CRM, then any text formatting will be removed from the item description in Outlook.