Microsoft Outlook Integration:

Keep your sales staff and technicians in sync with our field service management client/server product using Microsoft SQL Server database, SME, and Microsoft Outlook. The new Outlook Sync upgrade easily links your schedules and activities between the two programs. The Outlook sync can be installed on an Outlook system either with Microsoft exchange or stand-alone. The sync process is automatic, based on the users setting allow user's activities and order schedules to seamlessly send from SME to the user's Outlook account.

Features:

• Transfer SME activities and callbacks to Outlook task items
• Transfer labor item schedules to your Outlook calendar
• Implementation as a standalone feature or in an Exchange server system
• Outlook sync runs on the user’s Outlook program and is licensed on a per Outlook user basis

Integrate your contacts, calendars, appointments, and tasks with your employees & customers to ensure accurate and efficient service. Keep up to date in your calendar on service and follow up activities created in SME. Follow up with customers, leads or any contacts you have within SME using your comfortable Outlook interface and regular email settings & features. As you sync your SME items with Outlook you still can benefit from all your notes you kept in SME to stay up to date with conversations and project statuses. Benefit from seamless synchronization with Outlook & SME on your mobile device through Microsoft Exchange.

SME Exchange Sync has these benefits/features:

• Syncs SME activities to Outlook Tasks
• Syncs SME labor times to Outlook Calendar
• Syncs customers and contacts to a Public Folder
• Syncs sales leads and contacts to a Public folder
• Get information to remote or field workers automatically and rapidly
• Enable each SME user or tech to sync to their individual exchange account, a public folder, or no syncing for inactive users
• Will work on any Exchange enabled device: BlackBerry, iPhone, Smartphones, etc.
• Runs on the same server as exchange and requires the customer to have an active Microsoft Exchange Server.
• Works with Microsoft Exchange 2003 or 2007