How to synchronize the External Category to SuperOffice Follow-up

Last update:
Created :
Written by Thomas Speekenbrink

 

Overview

As from Synchronizer version 3.2.69, it is now possible to synchronize your External Category into SuperOffice.

How to

To use this option please follow the following steps:

  • Open the Synchronizer admin - SuperOffice CRM Settings
  • Check the option: "Use External Category as Follow-up/Task type...."  
  • Apply this new option and restart the Synchronizer service
  • Create a new Outlook appointment and choose a category (NOTE: This category also needs to be present in SO)

  • This Outlook appointment with Category "Meeting" is now Synchronized into SuperOffice and as you can see from the screenshot below, the SuperOffice appointment also has the "Meeting" as a follow-up type