Configuring the CRM.interface
Users need to have access rights to certain info areas to ensure that synchronization will not have any problems.
During synchronization, the following tables in Aurea CRM are accessed, therefore, ensure that users have access rights to these info areas as listed in the table below.
|
Info Area |
Comment |
Access Type |
|---|---|---|
|
External Key (XK) |
Matchup table for Domino IDs and Aurea CRM IDs. |
write |
|
Tel.No./E-mail (TN) |
This table is used to search for the participants by e-mail address. |
read-only |
|
Activity (MA),Activity Participant (MB) |
E-Mails and appointment are stored in MA. |
write |
|
To-Do (TD), Message (MD), Reminder (ER) |
Required for synchronization of the participation status and reminder management. |
write |
|
Company (FI), Person in Company (KP), Person (PE) |
read-only |
|
|
Tasks (A1) |
If task synchronization is enabled. |
write |
|
Absences (A3) |
If absences are synchronized. |
read-only |