Configuring the email blacklist for inbound contact synchronization

By default, when you create a task or schedule item in Microsoft Outlook, if the email address of the task participant or meeting attendee is associated with a contact in NexJ CRM, then the task or schedule item will be added to the contact's journal in NexJ CRM during synchronization.

However, you can now identify email addresses to exclude from synchronization, so that the contacts with which they are associated do not have the task or schedule item added to their journal in NexJ CRM. For example, your organization might maintain NexJ CRM records for its employees, including their work email addresses. Even if they are not NexJ CRM users, some tasks and schedule items related to the employee's work activities can become associated with their contact records. You may not want this information to be exposed.

To configure the email blacklist:

  1. In NexJ Admin Console, navigate to the Synchronization page.
  2. Select a server in the Targets list of the Synchronization tab.
  3. Click Configure in the Global Options field in the pane on the right side of the page.
    The Global Exchange Synchronization Options dialog opens.
    Note: These options are global and apply to all Exchange servers configured for synchronization with NexJ CRM.
  4. Click the Contact Email Blacklist tab.
    Note: If the name of the tab is not visible in the dialog, click the down arrow to the right of the Pause/Resume Real-time Sync tab.
  5. To add a pattern to the blacklist:
    1. Click the Add button .
    2. Double-click in the new row that appears in the pattern list, then enter the pattern.

      You can use regular expressions (RegEx) to specify the email patterns to exclude. For example:

      • email@domain.com excludes all email addresses that contain the text "email@domain.com".
      • ^email@domain.com$ excludes just the email address "email@domain.com".
      • .*@domain.com excludes all email addresses that end in "@domain.com". Entering only *@domain.com is invalid, because the asterisk (*) represents 0 or more characters and an email address requires at least one character before the at sign (@).
  6. To delete a pattern from the blacklist:
    1. Click the Action button for the pattern you want to delete.
    2. Select Delete.
      A confirmation dialog opens asking you to confirm that you want to delete the pattern.
    3. Accept the confirmation dialog message to delete the pattern.
You have configured the email blacklist for inbound contact synchronization.