• Click the Options button for Outlook integration.

    • Select the Calendar/Tasks tab.

    • Select Synchronize Outlook calendar and tasks with The Raiser's Edge.

    • Select Create Outlook calendar entries or tasks from Raiser's Edge actions.

    • Click the binoculars button to select an Action Query to use.

    • Select or create an action query that filters on the action types to synchronize with Outlook (e.g. Action Type is one of Meeting, Phone Call).

    • Click OK to exit Options.



    Note: When the actions are synchronized, the constituents are added as Outlook contacts, even if the option to synchronize constituents is not marked.