Synchronize (only) Appointments of CRM users

Learn how to synchronize 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 (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.