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Written by Support InfoBridge
SuperOffice CRM Settings
In this panel you can set the specific SuperOffice options to synchronize appointments, tasks and contacts to Exchange
| SuperOffice CRM Settings options | |
| Default SuperOffice CRM Follow-up type for normal External appointment | Select the task type which should be used for a normal Microsoft Outlook appointment |
| Default SuperOffice CRM Follow-up for all-day External appointment | Select the task type which should be used for an all-day Microsoft Outlook appointment |
| Default SuperOffice CRM Task for External task | Select the task type which should be used for a Microsoft Outlook task |
| Use External Category as Follow-up/Task type, when no match is found use the default | When you make an appointment in Outlook you can add a category. When the category exists in SuperOffice the category will be added to the appointment in SuperOffice after synchronization. When the category does not exists then the default category will be used instead, more info |
| External Subject line: <Company> <Department> <Person> <Phone Number> <Task Type> | If this option is checked, the company, department, person, phone number and the task type will be placed in the Microsoft Outlook subject line |
| External Subject Line: <250 Characters of App. Or Task Text> | If this option is checked, the SuperOffice CRM appointment or task description is placed for a maximum of 250 characters in the subject line in Microsoft Outlook |
| External Subject Line: <Task Type> <First line of App. Or task> | If this option is checked, the SuperOffice CRM task type and the first line of the appointment or task description is placed in the subject line of Microsoft Outlook. The first line of the appointment is determined by the first carriage return which is encountered in the description |
| External Subject Line | If this option is checked, you can build your own Outlook subject line by using SuperOffice template variables |
| Set Address in Appointment and Task | If this option is checked, the address information of the SuperOffice appointment/task will be placed in the body of the Outlook appointment/task |
| Set Invited Participants in Appointment and Task | If this option is checked, participant information from a SuperOffice CRM group appointment is Synchronized to Microsoft Outlook |
| Set Pending Invites as private in Appontment and Tasks | If this option is checked pending (not accepted) meeting invites from SuperOffice will be made private in Outlook |
| Set Task type as first item in external subject | If this option is checked, the task type will be set as first item description in the Outlook subject line |
| Set Project name in Appointment and Task | If this option is checked, the project name will be added in the Outlook subject line |
| Synchronize SuperOffice CRM selections | When this option is selected all the contacts in a SuperOffice selection with the specified selection type will be synchronized to Outlook, more info NOTE Make sure that the SuperOffice selection which needs to be synchronized is set to the selection type as set in the dropdown list, also make sure that the SuperOffice selection is of the type static, and the correct owner and visible for of the selection is specified in SuperOffice |
| Selection type for SuperOffice CRM Selection | Specify the correct selection type by choosing the selection type from the list |
| Do not Synchronize SuperOffice Alarm | If this option is checked, the alarm set on SuperOffice CRM appointments or tasks will not be synchronized to Outlook |
| Delete Retired Contacts | When this option is selected the Synchronizer deletes retired SuperOffice contacts from your Outlook contact list |