Remind me that I have activities coming up
Really frustrating issue: Looking for a way that when I create an activity in Matrix and press save that it goes to outlook (without having to send anything to anyone but myself) and then I can alerted/alarmed when I am getting close to the time to make the call or send the e-mail etc... I am looking to not to have to create an activity in Matrix and then a meeting/appointment in Outlook for the same event. is there a way for us to create an activity in Matrix and be alerted of it in Outlook (or Matrix for that matter.)
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This is part of our Microsoft 365 integration. Creating activities in Monarch will push to Outlook where your calendar shows the activities just like any other calendar event that you may have created in Outlook itself.
Thanks for the feedback!