Schedule item synchronization

A schedule item is a type of action item that has defined start and end times, such as a meeting.Schedule items display in a user's schedule and can be either non-recurring or recurring. Non-recurring schedule items are regular independent occurrences. Recurring schedule items occur more than once given a specific time pattern and all occurrences in the series are related.

Schedule items synchronize two-way by default.

By default, when you create a schedule item in Microsoft Outlook, if the email address of an attendee is associated with a contact in NexJ CRM, then the schedule item is added to the contact's journal in NexJ CRM during synchronization. If the email address is associated with a user, the schedule item is added to the user's schedule. The contacts and users display in the Attendees tab of the schedule item, in the For Contacts or Assign To Users lists.

You can also add email addresses to a contact email blacklist. Schedule items created in Microsoft Outlook for contacts with email addresses on the blacklist do not synchronize with NexJ CRM. A blacklisted email address is included in the task in the Attendees tab of the schedule item, in the External Contacts list, but the schedule item is not added to the contact's journal or the user's schedule.

Note: If you create a schedule item in Microsoft Outlook with Rich Text Format or HTML format and then update the item using NexJ CRM, then any text formatting will be removed from the item description in Outlook.