Automatically link an external contact to appointments and tasks in SuperOffice CRM Online
Overview
The synchronization of contacts is one-way, from SuperOffice CRM to your external calendar system.
But there is an option to automatically link a person to appointments and tasks in SuperOffice CRM.
See this video how this is working:
How the admin can enable this option
Log into Synchronizer as admin.
Click Manage Profile > Customize Systems > Show Settings (For SuperOffice CRM) > Other
In the Other section turn on the option Link person by e-mail in text
Save
Users with individual settings will not be affected. Unless you set the slider Don't Overwrite User Settings to Overwrite User Settings.
How users can enable this option
Log in to Synchronizer
Click on the Edit Preferences button
In the Other section turn on the option Link person by e-mail in text
Save
In practice
After the preference is set and saved you can create a new appointment in Outlook or Google.
The trick is to type an email address in the appointment text. If a person is found in SuperOffice CRM with this email address it will be linked to the appointment or task in SuperOffice CRM.
It's also possible to add an email address after the appointment or task is created and the user will still be linked in SuperOffice CRM.
Note: this will only work if no person or company has been linked to the appointment or task in SuperOffice yet.
An example
See this example where an appointment is created in Outlook. In the text, an email address is added.
After synchronizing the appointment to Superoffice CRM you can see that the company and contact are added to the appointment.