Private appointments

Last update:
Created :
Written by Thomas Speekenbrink

Overview:

With the Nebula Synchronizer it is possible to synchronize private appointments. Follow this guide if private appointments need to be synchronized in your environment.

How to:

Because private appointments should remain private, a setting has been added which you need to configure for each user in the SuperOffice CRM Online Settings and Maintenance:

  • Start the Settings and Maintenance

  • Go to 'Users' section
  • Select a Synchronizer user
  • Tick the 'Confidential activities' checkbox and Save.

Let's create a Private SuperOffice appointment:

  • Add an appointment to your calendar
  • Make this appointment private

This is done by selecting your username in the 'visible for:' Pull-Down list on the Details tab.
(Note: you can also select a group instead of a single user)

Your private appointment can easily be seen in the SuperOffice calendar as the text is shown in Italic, see below.
In the SuperOffice calendar of other users the appointment text is hidden. The only thing other users will see is that you have an appointment at a certain time, but the text is blocked from view.