Groupware synchronization in Web Client

Preconditions

You must import incoming emails, tasks and appointments from Outlook to CURSOR-CRM.

Tipp

In Outlook, create a directory named Import Folder, and then move the emails to import. If the entire mail inbox was configured for the import, the process can take a while.

You can adjust the necessary configuration in your user preferences.

Figure: Configuration for the mail import under User preferences / Groupware

Start Groupware synchronization

How the Groupware synchronization works:

1. In the quick start bar, click on the icon

   

2. If required, enter your login data and confirm with OK. A Groupware synchronization tab is opened.

3. 

   Select areas that you want to import with one click.

   • 

     

     Emails (created in CRM activities by type MAILIN)

   • 

     

     Tasks (CRM activities are created by type TASK)

   • 

     

     Appointments (created in CRM activities by type APPOINTMENT)

   • 

     Synchronize previously imported items (only time rasters are updated for already imported activities if they have changed in Outlook)
     

     Hinweis

     Manual synchronization is not possible because this option is hidden when the following options are enabled:

     automatic matching of existing appointments / tasks (via user Groupware settings)
     Automatic groupware matching (via employee mask)

4. Assign the datasets that should be imported. By default, all datasets are selected. Select the datasets you want to import with

   

   + click and click on the record you want to import.
   How to get to the areas:
   
   • Click on

     

     , if you want to assign emails
   • Click on

     

     , if you want to assign tasks

   • Click on

     

     , if you want to assign appointments
     

     Hinweis

     Only one step is possible at a time. If you want to go to step 4 (appointments), you must first select steps 2 and 3. The same applies to the reverse order.

5. Click

   

   Execute process. The actual import into the CRM system starts. Alternatively, you can display the imported activities.

Status of appointments and meetings

Appointments exported from CRM to Outlook or imported from Outlook to CRM are unlinked from Outlook. The mapping is resolved.

The main features of the adjustment:

• Follow-up, appointment and meeting are always synchronized from Inhouse to Outlook with the default value of Outlook.
• Appointments from Outlook Tentative, Busy (without participants), Busy and Available are synchronized from Outlook to Inhouse as appointments
• Appointments from Outlook that have participants (meetings, are synchronized from Outlook to Inhouse as a meeting).
• Follow-ups that are in the system are treated accordingly as appointments.
• The key is marked "as no longer selectable" in the default.
• New follow-ups are no longer created.