Record Information Available in Outlook Appointments

This topic describes the record information that is transferred to Outlook appointments for each record type.

When you add and edit contacts, incidents, opportunities, organizations, and tasks, you can create an Outlook appointment associated with the record you are working on. By default, the Appointment button is available on the standard workspaces for contacts, incidents, opportunities, and organizations and may be available on workspaces for tasks if your administrator added it.

Depending on the type of record you are creating an appointment for, B2C Service automatically adds record information to the Outlook appointment, including the subject of the appointment.

Record Information Available in Appointments

Record	Available Information
Contact	Name (subject of the appointment) Title Email Office phone number Address (street address, city, and postal code) Banner text associated with the record flag Notes
Incident	Subject (subject of the appointment) Customer entry Response Banner text associated with the record flag
Opportunity	Opportunity name (subject of the appointment) Manager estimate (Manager Value) Sales rep estimate (Rep Forecast) Closed value Summary Notes
Organization	Organization name (subject of the appointment) Addresses (street, city, and postal code for each available address type) Banner text associated with the record flag Notes
Task	Task name (subject of the appointment) Due date Planned completion date Completed date Percentage complete Notes