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Question

Outlook - Timeline Activities

  • September 28, 2022
  • 1 reply
  • 63 views

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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 91 replies

Hi There!

We want our client meetings scheduled via Outlook to post to timeline as a client activity, including the subject line, attendees, and any attachments or agenda set in the body of the email would be preferred.

Is this possible?

Thanks!

 

1 reply

pope1chase
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  • Helper ⭐️
  • 24 replies
  • October 31, 2022

@darkknight created a great post on how to do this for future meetings below. 

 

 

 

Managing this from Outlook scheduled meetings may be accomplished from creating a rule to handle today’s events on the calendar. I have not looked into setting this up though.


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