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Overview

Each linked user in the Synchronizer can change the Synchronizer preferences to their liking. 

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Click the red Login With SuperOffice button and fill in your SuperOffice credentials to log in.

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In the customer portal overview click on Edit preferences to go to your preferences and make changes where needed.

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  • Synchronizer SuperOffice reminders / Default: Yes
    • This option determines if the SuperOffice reminder (also known as Alarm) must also be synchronized to the external system
  • Use personal phone numbers as primary / Default: Yes
    • This option uses the personal phone number as a primary phone number instead of the company phone number
  • Synchronizer contact birthdays / Default: Yes
    • This option will sync the birthday field for the Exchange / Outlook or Google Contact person (if they are filled in on their Contact card)
  • Add participant details in text / Default: Yes
    • This option adds the participants to the appointment or task description field in the external system
  • Link person by e-mail in text / Default: No
    • This option enables you to automatically link a contact from Outlook to appointments and tasks in SuperOffice CRM Online. How to link a person by e-mail in the text is described here. Or see this video

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User Preferences calendar system (Exchange, Google (Gmail/ G Suite) or Microsoft 365).

Authentication

In this part, you can manage the connection towards your calendar system

  • Exchange: Fill in your username for your calendar system here. In some cases (like with hosted Exchange) this can be your email address.
  • Microsoft 365: Click the connect button
  • Google: Click the connect button

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