Notes on appointments

In order to synchronize appointments created in the Groupware to JustRelate CRM, the Appointment Connec­tor is included. It lets you change such appointments in the CRM.

If the Groupware does not provide an agent (chair, appointment organizer), you as the current user are set as the person responsible in the Connector.

In the appointment connector, the Status of an appointment can be set manually. It is preset as follows:

• If the completion date lies in the past, the appointment is given the taken place status.
• Otherwise, the appointment receives the default In planning / open status.  

New contacts not yet maintained in the CRM can be entered, attachments can be deselected and the e-mail or appointment can be assigned to processes, contacts or products. If the service license is active, a service message can be automatically created from an incoming service e-mail and saved in the CRM.

• If an appointment is deleted in the CRM or assigned a final status (can­celed, not taken place, etc.), then the system checks whether the appointment is also present in the Groupware.
• In the groupware, the responsible internal employee can delete their appointment in both systems simultaneously using the CRM command (add-in) in the toolbar of the appointment, Delete and synchronize.

You can synchronize an appointment in the groupware to the CRM using the commands from the CRM menu (add-in).

Unrecognized contacts (not present in the CRM) will be logged to a window and can be added later.