Contact synchronization between NexJ CRM and Exchange Server
Contacts created by a user in NexJ CRM do not
synchronize automatically to the user's contact list in
Exchange. A user must be a member of the contact's coverage team
or have the contact in the user's synchronization list in order for the
contact to appear in Exchange, regardless of who created the contact. When a
user is part of a contact's coverage team, the contact appears in the user's
My Contacts list in the Home page in NexJ CRM. A user
can add a contact to their synchronization list by right-clicking on the
contact record in NexJ CRM and
selecting Sync to Outlook.
Note: For more information about contact coverage, see the NexJ CRM User
Guide.
Contacts are synchronized to Exchange using the following data mapping:
NexJ CRM field | Exchange Server field |
---|---|
Title | Title |
Full Name (calculated field) | Full name (calculated field) |
First Name | First Name |
Initials | Middle Name |
Last Name | Last Name |
Affix | Suffix |
Company | Company |
Position | Job Title |
Notes | Notes |
Default Business Communication | Business Number |
Default Home Communication | Home Phone Number |
Default Mobile Communication | Mobile Business Number |
Default Fax Communication | Business Fax Phone Number |
Default E-mail Communication | |
Default Business Address | Business Address |
Default Business Address City | Business Address City |
Default Business Address Country | Business Address Country |
Default Business Address ZIP | Business Address ZIP/Postal Code |
Default Business Address State | Business Address State/Province |
Default Business Address Street | Business Address Street |
Default Home Address | Home Address |
Default Home Address City | Home Address City |
Default Home Address Country | Home Address Country |
Default Home Address ZIP | Home Address ZIP/Postal Code |
Default Home Address State | Home Address State/Region |
Default Home Address Street | Home Address Street |
Date of Birth | Birthday |
Gender | Gender |
Language | Language |
If any of these data fields are updated in Exchange, they remain updated even if synchronization executes for changes on other fields. However, updated data fields in Exchange are lost when the corresponding data fields are updated in NexJ CRM.
For example, a contact synchronizes with a first name of "John." If the first name changes to "Jack" in Exchange, it remains "Jack" in Exchange and remains "John" in NexJ CRM. However, if the first name updates to "Joe" in NexJ CRM, it becomes "Joe" in Exchange, overriding changes when synchronization executes.