Overview

In Synchronizer you can synchronize all follow-up types or filter which type of appointments and tasks you want to synchronize. 

Intended Audience

This article is intended for persons who are administrator and / or users for Synchronizer.

How to filter for admin users

• Log in to Synchronizer.
• In the Profiles overview click Manage Profile.
• Choose the Customize Systems section.
• Click on Show Settings for SuperOffice CRM.
• Scroll down to Appointment and Task Types.
• Specify the follow-up types 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.
• Save.

How to filter for users

• Log in to Synchronizer.
• Click Edit preferences.
• Scroll down to Appointment and Task Types.
• Specify the follow-up types 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.
• Save.