Managing inbound synchronization privacy concerns
When a meeting is created in Outlook, invitations are sent to each attendee's email address and the schedule item is synchronized to NexJ CRM. By default, each contact in NexJ CRM with a matching email address will be included in the For field and have the schedule item added to their calendar. If multiple advisors have created their own copy of a contact, the meeting will be synchronized to each record.
This can compromise the meeting's confidentiality as corporate users and assistants can unintentionally add schedule items to duplicate contact records that are used by individual advisors. Advisors can be made aware of private meetings they are not involved in.
- Enable Inbound For-Contact Synchronization
- Disable this option to stop automatically matching the email addresses of attendees in a Outlook meeting with contacts visible to the meeting creator in NexJ CRM.
- Enable Display of External Contacts
- Disable this user option to hide the External Contacts zone, preventing the external contacts from being shown in NexJ CRM.
- Enable Security Check on Inbound For Contact Sync
- Enable this option to ensure that only the contacts that are visible to all attendees populate the For field. Disable this option to ensure all of the contacts populate the For field, regardless of their visibility settings.
For more information about these options and recommended settings for each user type, see the NexJ CRM Administrator Guide .