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Followup automatically made private?

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Followup automatically made private?

Postby JanP » Tue Nov 01, 2016 2:14 pm

In Outlook, is there a way to make the Followup task automatically private?

My issue is that I sync open tasks to SalesForce. But there are a lot of tasks that don't need to be synced with SalesForce. Marking a task private in SalesForce allows that particular task not to be synced.

The problem is that, when I create a Followup task in Outlook, at the time of creating the Followup, I'm not able to mark it as private. So, I create the Followup task and then I have to go find that task on whatever due date I set, open it, and then manually mark it as private - a slow/manual process.

My problem would be solved if I could make all Followups private.

Jan P.
Posts: 8
Joined: Fri Apr 11, 2008 12:54 pm

Re: Followup automatically made private?

Postby ClearContext Support » Wed Nov 02, 2016 7:15 am

ClearContext does not have any option to mark tasks as Private, and we don't know of any way of doing so automatically in Outlook. We will add this to our list of potential future enhancements.
ClearContext Support
Posts: 3646
Joined: Wed Jan 09, 2008 1:52 pm

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