Email, Calendar, Tasks

Email

• Use Email Template Across Various Records
• Multi Date & Multi Currency
• How to Set Up an Outlook Mail Flow Rule to Move or Delete Internal Meeting Invites and Updates
• Configuring Your Outgoing Email Settings
• Centerbase Emails in Junk Folder or Marked as Spam

Task & Appointment Management

• Appointment and Task Form Layouts

Calendaring

• Syncing Outlook Activities to Centerbase
• Why Does it Say Pending Outlook Sync for a User on this Activity?
• How can I change the organizer on activities where the current organizer is no longer active with the firm?
• Activity Organizer
• Due Date & End Date for Tasks and Appointments
• Calendar Filters

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