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 SuiteGoogle Workspace) or O365Microsoft 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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Subject / Default: Type * First line of description * Company * Department * Person
- Set the subject buildup of your choice (how is it displayed in the Exchange / Outlook or Google subject field), please note the possible length for some of the combinations
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Language
- The preferred language in case there are multi-language list items used in the Subject field
Person Synchronization
Static selection(s) / Default: empty
- Configuring a static selection(s) will make sure that the contacts are added to your external email system. How to Synchronize Contacts from a SuperOffice Selection is described here
Note: when adding large selections (with more than a few hundred contacts), it will impact the performance of the Synchronizer and adding contacts for the first time can take a long time.
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Synchronize types / Default: empty
- Specify the appointment and task types that you want to synchronize. If you select nothing, all appointments and tasks are synchronized.
Note: Adding or removing a type does not affect already synchronized items.
Other
- Synchronizer
Synchronize 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
Synchronize 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
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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 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
Add participant details in text / Default: No
- Select this option if you would like to synchronize private tasks to participants to the appointment text in 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/
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Google Workspace users only)
All contacts synchronized to Google are placed in a separate contact group. Here you can specify the name of this group
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