Aurea CRM.connector SE for Exchange Functional Overview

CRM.connector SE for Exchange allows you to integrate Aurea CRM with Microsoft Exchange.

The rule-based interface synchronizes appointments (calendar elements) between Aurea CRM and the groupware system.

Absences that are added or edited in Aurea CRM within the time period defined by the administrator are transferred from Aurea CRM to the groupware calendar during synchronization.

E-mails are synchronized from Microsoft Exchange to Aurea CRM.

Attachments stored for appointments and e-mails can be synchronized and linked to the corresponding contact record in Aurea CRM.

Companies and persons are synchronized from Aurea CRM to the groupware system.

Tasks are synchronized from Aurea CRM to Microsoft Exchange.

Records in the groupware system can be indicated as having been synchronized or subject to errors.