Marking Contact (MA) Records in Aurea CRM

Learn how to make contact records.

Use Case: A user receives an e-Mail from a customer and the sender cannot be found in the Aurea CRM database. 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 for example 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>