Page Comparison

Overview

In the Profile wizard, Step 3 is Customize Systems.

In this step, you can set preferences for SuperOffice and your calendar system (Exchange, Google (Gmail/ G Suite) or Microsoft 365).

We have set up the profile already with the most common settings. They are perfect for most of the users. But if you feel like you need total control, this is the place to customize them. If you get that feeling later, don’t worry. You can change them any time you like.

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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 text is described here. Or see this video

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• Synchronize all-day events / Default: Yes

• Select this option if you would like to synchronize all-day events to your CRM system

• Synchronize appointments marked free / Default: Yes

• Select this option if you would like to synchronize appointments, marked as free in your calendar system, to your CRM system

• Synchronize Outlook reminders / Default: Yes

• Select this option if you would like Outlook reminders to be synchronized to your CRM system

• Synchronize private appointments / Default: No

• Select this option if you would like to synchronize private appointments to your CRM system. Please note, if you would like the private appointments to stay private, please follow this Knowledge Base article before enabling this option

• Synchronize private tasks / Default: No

• Select this option if you would like to synchronize private tasks to your CRM system. Please note, if you would like the private tasks to stay private, please follow this Knowledge Base article before enabling this option

Note: Selecting one of these options does not affect already synchronized items.

Contact Group (For Gmail/ G Suite users only)

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