NOTE: You must have Enabled permissions to Case > Case Calendar Tab and View and Modify permissions for Calendar > My/Others' Calendars.
On the Case Calendar tab, double-click an "Archived Event" to open the Event Details window.
Make any changes as necessary (this is optional).
The Status and Show as fields should be manually changed, if desired to reflect the appropriate event.
Click the Send to Outlook button.
On the Send to Outlook window, select the slider to keep a record of this original event in the Case Calendar. When the slider is off (by default), the original Archived Event will be deleted when sent to Outlook.
The current logged-in user will display in the Organizer field. Use the dropdown to select another staff to change the organizer. Only staff for whom you have 'Can edit' Outlook calendar permissions can be selected and sent to Outlook. The Organizer field is required.
When Send to Outlook is clicked, the Case Calendar tab will refresh, send the Archived Event to Outlook with the selected Organizer and either keep the original Archived Event snapshot in the Case Calendar (toggled on) or delete the original Archived Event snapshot from the Case Calendar (toggled off).
In the Neos Case Calendar, you will see the event flagged as an "Outlook Event". If the option to keep a record of the original event was toggled on, you will see a snapshot of the original "Archived Event" also listed.
