Appointment attributes

The following appointment attributes are synchronized by the Exchange Connector:

JustRelate CRM

Groupware

JustRelate CRM → Group­ware

Groupware → JustRelate CRM

Comment

Subject

Subject

x

x

 

Responsibly

Organizer

x

x

 

Begin (date, time)

Begin (date, time)

x

x

 

Remind flag

Remind flag

x

x

 

Remind time

Remind timet

x

x

Transfer only if reminder flag is set

Location

Location

x

x

 

Priority

Priority

x

x

Not supported by Lotus Notes

Private flag

Private flag

x

x

See Private appointments

Note/Report

Note/Report

x

x

 

Category

Category

x

 

An exported appointment receives the cate­gory "PiSA­sales" in the Groupware. No category import to the CRM.

List of the attend­ees

List of the attendees

 

 

See Attendee, notifica­tion, roles and statuses

List of the attach­ments

List of the attachments

 

 

See Attachments

Appointment description, notes, and images

JustRelate CRM to Groupware

In the Groupware appointment, the CRM project assignment and the participant list are stored as text in addition to the description text, if required.

If an HTML appointment is synchronized by the Exchange coupling, the content is synchronized as HTML. In this process, the block with the additional information, e.g., the project and participants, is inserted as a new div element before the closing body tag .

Lotus Notes to JustRelate CRM

When reimporting an activity that exists into the CRM (e.g., of an appointment) from Lotus Notes, the HTML formatting gets lost in the notes field if the notes were changed in the Groupware. This behavior is due to technical reasons, including the lack of HTML support in Lotus Notes.

Changes to the content of attached documents are not covered by the identity check.

Attention

Attention: Restriction: Images referencing a BLOB in the CRM are removed from the HTML markup when synchro­nizing. As a consequence, appointments synchronized back to the CRM may no longer contain these images. For this reason, images should always be attached.