Marking contact (MA) records in Aurea CRM
Use case for marking a contact records in Aurea CRM.
Use Case: A user receives an e-Mail from a customer and the sender cannot be found in the Aurea CRM DB. The mail is synchronized and linked to the person associated with the user. Consequently, the mail is not added to the customer's contact history.
If you add the section below to your forms.xml file, such appointments
are "marked" and can easily be identified by a (start page) query. Based on this
information, the user can take further action (adding the customer to the CRM data base
and linking this appointment to the customer
etc.)
<root> [...] <options> <vevent> <missing_attendees> <Contact> <FreeC1>Sender unbekannt</FreeC1> <FreeL1>true</FreeL1> <FreeN1>69</FreeN1> </Contact> </missing_attendees> </vevent> </options> [...] </root>