Automatic person linking

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Created :
Written by Thomas Speekenbrink

Overview:

It is possible to automatically link a person to appointments and tasks in SuperOffice with the Exchange Online Synchronizer. 
Please follow this article when you are looking for linking persons automatically in SuperOffice CRM Online with the Nebula Synchronizer.
NOTE: It is only possible for already synchronized contacts who originate in SuperOffice to be linked to synchronized appointments in SuperOffice.

How to:

You need to enable a setting in the Outlook options. As this is a different setting for each Outlook version here is an overview:

Version

Setting

Outlook 2007

Tools-> Options…-> button Contact Options…-> select: Show Contact Linking on all Forms

Outlook 2010

File-> Options-> section Contacts-> select: Show contacts linked to the current item

Outlook 2013

In Outlook 2013 the interface option has been removed and support for Contact Linking can only be enabled via a Registry key.

Key: HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Outlook\Preferences

Value name: ShowContactFieldObsolete

Value type: REG_DWORD

Value: 1

Outlook 2016

In Outlook 2016 the interface option has been removed and support for Contact Linking can only be enabled via a Registry key.

Key: HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Preferences

Value name: ShowContactFieldObsolete

Value type: REG_DWORD

Value: 1

 

The next step is to make a new appointment in Outlook. Down at the bottom of the appointment screen you can select a contact who also resides in SuperOffice.

Link_person02.png

Save and watch the appointment synchronize into your SuperOffice calendar. See that it is now linked to the company of the contact and including the contact.

Link_person03.png