Review integrity of TASK data
I've been working extensively with TASKS and trying to link them to contacts or deals and have had a lot of challenges with changes being populated between the TASK area of Outlook and the same TASK that is tagged to a record in OCM. Dates that are changed in one area do not consistently change in the other area. The same is true with changes in the subject line and even when completing... if done in OCM the TASK stays open in the TASKS area, and vice versa.
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Danette Kohrs
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Anonymous
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Tasks created in OCM show in the Outlook reminder window. If the task is opened from this window and deleted or marked complete, it remains in the OCM Task list but is grayed out and not responsive.
