Matrix makes it easy to take the activities that you fill out and place them onto your Outlook or Google Calendar.
- While editing an activity, click the checkbox for “Download to my calendar” located just above the Notes textbox.
- A message will appear reminding you to open the downloaded file within your calendar solution and save it there.
- Save the Activity
A file will begin to download which you will then need to open and save into your calendar solution.
You can also automatically download any new activities that you create via a preference within My Profile!
- Click on My Profile from the Navigation Bar.
- Navigate to the Preferences tab.
Toggle on the option for “Automatically download new Activities to my calendar”.
Click HERE to create completed activities when sending a response to one of your contacts within Outlook.