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A customer with 4 employees using Outlook to manage email and appointments decides to purchase
SuperOffice CRM for 2 employees. To simplify the story, the male users John and Mike don’t use
SuperOffice and the female users Linda and Julie are the new SuperOffice CRM users who are using the
SuperOffice Invite system. Linda has configured the email settings in SuperOffice, where Julie didn’t.
Since Outlook is the main calendar system for this small company, all employees are used to look in
Outlook to see the availability of colleagues.
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| Linda's SO calendar | Linda's Outlook calendar |
Known customer accepts | Appointment shows that known | Is empty *) |
*)
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The acceptance mail is received in the Outlook/Google inbox, displaying information about the meeting, but Linda will not find the appointment in the Outlook/Google calendar. This can be confusing for Linda.
Impact for colleagues: When John looks in Linda’s Outlook calendar nothing is booked, so a possible
double booking could occur.
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Note: This situation is out of the hand of SuperOffice and seems only be possible when using Office 365
web.
User scenario 3
Linda |
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Outlook | Invite is created in Outlook and known customer is invited. |
SuperOffice | No appointment visable |
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| Linda's SO calendar | Linda's Outlook calendar |
Known customer accepts | Is empty *) | Appointment has acceptance state |
*) The acceptance mail is received in the SuperOffice inbox, displaying information about the meeting, but Linda will not find the appointment in the SuperOffice calendar. This can be confusing for Linda
User scenario 4
The following situation will occur when a known customer invites Julie.
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When Linda looks in Julie's SuperOffice calendar nothing is booked, so a possible double booking could
occur.
User scenario 5
The following situation will occur when a known customer invites Linda, John and Mike
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| Linda's SO calendar | Linda's Outlook calendar |
Result | Shows tentatively the | Shows tentatively the appointment with all |
*) Since the email addresses of John and Mike are not present in the SuperOffice database they are not added as participants to the SuperOffice meeting stored in Linda’s calendar.
Impact for Linda: Participant information in SuperOffice is not complete, only Outlook shows the correct
list of participants.
User scenario 6
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Depending which actions are done, including in which order they are done will effect the functionality. For
example if Linda declines the appointment in SuperOffice, the following flow is in effect:
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