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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 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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• 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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