Matrix makes it easy to take the Activities that you're recording in Matrix, and sync them to your Outlook calendar.
To save Activity into Outlook while adding a new Activity
1. To add an Activity, click (+)Add button and select Activity.
2. On the Add an Activity dialog, please fill out all the necessary information and click the checkbox for “Download to my calendar” located just above the Notes textbox.
3. Click Save or Save & Add Another button if you wish to add another Activity. After the Activity is saved, the iCalendar file will be downloaded into your local computer. By default, the file should be saved into Downloads folder.
4. Go to Downloads folder on your computer, double click on the iCalendar file that you just saved from the previous step.
4. Go to your Outlook calendar and click Add calendar button.
Note if you don't see the Add calendar button, please click Show navigation pane button located in front of the Home tab
5. On the Add calendar dialog, click Upload from file.
- If there is a path in the grey area in front of the Browse button, click Select a calendar drop down and select Calendar.
- If there is no path in the grey area in front of the Browse button, click the Browse button to the downloaded iCalendar file, select it to upload it. Then click Select a calendar drop down and select Calendar.
6. Click Import button. You may get a notification that the file has been completely imported into the calendar.
To save Activity into Outlook while editing an exiting Activity
On the Activity profile, click download button on the top right of your screen. Then you can follow the step#4 and following steps on the above section to import the iCalendar into your Outlook calendar.
To set the default of the Download to my calendar checkbox
If you always download new activity into Outlook calendar, we highly suggest setting the default of the Download to my calendar checkbox to always be selected on the Add an Activity dialog. Please follow the below steps:
1. Click on Profile from the Navigation Bar.
2. Navigate to the Preferences tab.
3. Set the option for “Automatically download new Activities to my calendar” to On.