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Microsoft Outlook Calendar 2-way integration


NetHelpDesk (NHD) has it's own integrated calendar feature, that allows you to make appointments within tickets. Each Technician has their own NHD calendar in the help desk software. These can be viewed separately, or collectively in a group NHD calendar from the main screen.
 



The NHD calendars can then be integrated with an Exchange calendar on your Exchange server, and links via an FQDN string. The FQDN can be either for the Technician's own personal calendar, or a public calendar.

Within the ticket, all you need to do is add an action with the "planned date" function toggled on. Enter in a date and time, and how long you expect the appointment to take.

As long as a Technician is assigned to the ticket, NetHelpDesk then adds this calendar entry to the Technician's NHD calendar. You can control what information comes out of the ticket and into the NHD calendar entry via a template.
 


At the same time, it will then inject that appointment to the specified Exchange calendar, and all of the ticket data you specified as well.

When you sync your iPhone / BlackBerry / Android with your calendar software, such as Outlook, your NetHelpDesk appointments are in with all your other appointments.



Some great points to highlight:

 

 

If you update the calendar time/date in your Outlook calendar, it will update your NHD calendar.

 
 

If you update the planned date in the ticket, it will then update both your NHD & Outlook calendars.

 
 

If you update who's assigned to the call, it will update your NHD & Outlook calendars.

 



One step better, NetHelpDesk updates the calendars intelligently!

 

 

For example:

Support Person A has ticket [ID:012345] assigned to them. They have a planned date, time and duration in that ticket to visit the end user at their desk tomorrow morning at 11am for an hour.

NetHelpDesk has injected that entry into the NHD calendar, and also Support Person A's Outlook Calendar.

Later that day, A is assigned to another call that will now take days to complete, and is no longer available to complete the visit to the end user.

The call is then reassigned in NetHelpDesk from A, to Support Person B. The planned date, time and duration remains the same.


Now here comes the great part...

NetHelpDesk will then i) remove the entry from A's Outlook calendar, ii) remove it from A's NHD calendar, iii) adds it to B's NHD calendar, and iv) injects that entry into B's Outlook calendar.
 

 


How did your team live without this feature? They don't have to anymore!

Go to www.nethelpdesk.com/calendar for a guide on how to use in NetHelpDesk.

Contact us to discuss with our team what you are looking for.

 

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