Configuring inbound contact synchronization for schedule items

In the For Contact Inbound Sync tab, you can configure how contacts included in the For field of a schedule item are synchronized.
Note: This setting only affects users who have the Enable Security Check on Inbound For Contact Synchronization user option enabled.

If the Enable Inbound For Contact Synchronization user option is enabled for the user, then the system automatically tries to match the email addresses of attendees in a Microsoft Outlook meeting with contacts visible to the meeting creator in NexJ CRM. If any matches are identified, the matching contacts are included in the For field of the schedule item. If a single email address matches multiple contacts, all contacts are included.

To prevent performance issues, use this option to avoid matching the email addresses to existing contacts for meetings with a large number of attendees. In this case, meeting attendees will be treated as external contacts.

To configure inbound contact synchronization for schedule items:

  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 For Contact Inbound Sync tab and configure the following parameter:
    Number of Assigned To Users
    If the number of users in the Assigned To field in a schedule item exceeds this threshold, then all contacts in the For field will be synchronized as external contacts.
  5. Click OK.
You have configured inbound contact synchronization for schedule items.