NexJ CRM schedule item and Exchange synchronization examples

The following are examples of how NexJ CRM schedule items synchronize with Microsoft Outlook calendar items.

Note: The examples assume that users must receive view access for another user’s calendar in NexJ CRM before they can view any schedule items in that user’s calendar.

Example of synchronizing a public meeting to NexJ CRM

A financial advisor sends a public meeting invite to another advisor in Outlook. In NexJ CRM, both advisors can see the meeting. The following users can also see the meeting:

  • Users who have been delegated calendar view access by either of the advisors. Those users can see the meeting by viewing the calendar of one the advisors.
  • Users who have view access to contacts who are included in the meeting's For field.

Example of synchronizing a meeting for a contact with multiple company relationships

A financial advisor creates a public meeting in Outlook for a contact. In NexJ CRM, the contact belongs to one company, and is on the board of another company. A relationship custom field associates the contact with the company that the contact is a board member of.

In NexJ CRM, the meeting is synchronized to the contact's calendar and to the company's calendar that the contact belongs to. The meeting does not synchronize to the calendar of the company that the contact is a board member of.

Example of synchronizing a meeting for contacts with single and multiple contact records

A financial advisor who is synchronized with NexJ CRM creates a public meeting in Outlook and invites a contact:

  • If a single contact record in NexJ CRM matches the email of the contact invited from Outlook, the contact is added to the For field of the meeting in NexJ CRM.

  • If multiple contact records in NexJ CRM match the email of the contact invited from Outlook, each contact is added to the For field of the meeting in NexJ CRM.
  • If no contact records in NexJ CRM match the email of the contact invited from Outlook, or the contact that matches is not visible due to security settings, the contact is added as an external contact to the meeting in NexJ CRM.

Example of synchronizing a meeting created by a delegate who is an external contact

An assistant who is external to NexJ CRM creates a public meeting in Outlook for a manager who is a NexJ CRM user. Any user that has explicitly been granted access to the manager’s calendar will see the personal meeting.

To make the schedule item visible to only the assistant and manager, the manager delegates access to create private meetings to the assistant in Outlook. The assistant then makes a private schedule item in the manager’s calendar.

Example of synchronizing a meeting created by an Outlook contact for a NexJ CRM user

An Outlook contact sends an invite to a manager who is NexJ CRM user. When the manager accepts the invite, the meeting synchronizes to NexJ CRM.