Questions on Outlook Sync (Client Based)

Hi,
Im facing a strange problem:
When I create a task in Outlook it is synched as a task but if u view it, it says "Appointment Details". Same for Appointments, here it says "Task Details".
In some cases it was correct, at least for Appointments. To figure out WHY it was correct we compared the sync-settings for each client. Some had "Use form" activated, some didnt. What is this option for?
What form is used or is to be used?
Thanks for help.

Hi,
this is where you define the transaction types:
SPRO > CRM > Transactions > Basic Settings > Define Transaction Types
To further specify the assignments of categories and classes to TTs you need to go here
SPRO > CRM > Transactions > settings for activities > maintain categories ....
there are 4 sub items where you need to work throught the first 2
but first I would take a paper and paint the types, categories and classes and there dependencies.
by default activity management has 4 classes: appointment, tasks, email, interaction log. You can´t add new classes but you will not need more than those for a good and easy-to-use SFA activity management.
items of the class appointment or task are getting replicated to groupware, email and interaction log not.
martin
martin

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