In July, we added new functionality to sync Google and Outlook calendars with Appointment Schedulers.
7/29/2024 - Update to Sales Records
7/24/2024 - New Calendar Sync for Appointment Schedulers
7/29/2024 - Update to Sales Records
Lead Date added to Sales Records
This update added the Lead Date field to Sales Records. This field functions the exact same as the one on Individual Records. Data in this field will be transferred when a Sales Record is either converted or merged with an Individual Record.
7/24/2024 - New Calendar Sync for Appointment Schedulers
Email Integration updated to sync calendars to Appointment Schedulers (Google and Outlook accounts only)
With this update, you can now sync your Google and Outlook calendars to Appointment Schedulers. Events marked as “busy” or “out of office” on connected Google and Outlook calendars will be mirrored in your assigned Appointment Schedulers. Learn how to connect your email account and calendar (Google and Outlook accounts only) to AMS+.
Note: If you connected your Google or Outlook email account to AMS+ prior to this change, you will need to remove and reconnect it to authorize the new calendar permissions. Learn more.