Tips, tricks, and advanced customization

In this topic, you will find tips, tricks and advanced customization for CRM.connector.

Synchronize only appointments of CRM users

Use Case: You want to synchronize all appointments where at least one CRM user (i.e. a user in Aurea CRM win or web) is on the attendee list. You could think of adding non-CRM users to the rep list as well. For further details, see Creating user settings in Aurea CRM and add the CRM users to a group e.g. CRM-User.

Define a new conditional access right for the MA table with the condition Rep Group ID = CRM-User.

A contact can then only be stored in Aurea CRM if at least one user is part of this group.

Client Attribute in XML Request

Connector sends its client identification to Aurea CRM http server with every request.

This mechanism would allow for additional transformations of the "incoming" request.

<request ... client="update.connector.domino"> ...</request>