Rules for Synchronizing Appointments

When synchronizing appointments in the groupware system with Aurea CRM, the following rules are applied:

• If the appointment is added or edited in the groupware calendar, no additional participants are added, and the groupware user is found in the Aurea CRM database:
  • The appointment is added to the person record corresponding to the groupware user and the groupware user is entered in the Rep field of the appointment in Aurea CRM.
• If the appointment is added or edited in the groupware calendar, and additional participants are added:
  • If the groupware user is found in the Aurea CRM database, and all other participants are found unambiguously in Aurea CRM (based on their e-mail addresses):

    The appointment is added to the person record corresponding to the groupware user and the groupware user is entered in the Rep field of the appointment in Aurea CRM. All other participants are also entered as participants in Aurea CRM for this appointment.

  • If one or more participants are not found in the Aurea CRM database:

    The appointment is added to the person record corresponding to the groupware user and is marked for editing in Aurea CRM, see Error Handling.