Our credit reps would like the "Add to Outlook" feature (found under A/R note add) to add the activity as a "task" to their calendar instead of a meeting.
The current functionality, that adds the activity as a meeting, clutters up their calendars with lots of meetings and they feel it would work better if these could be set as "tasks" instead. This would still allow visibility to what they need to do, but does not clutter up their day with "meetings".
Melissa Jarvis White
