| summary | Benutzer-Einstellungen Über die Schaltfläche gelangt man in die Einstellungen für die Endanwender des CRMLinkIT (Outlook-Plugin).Diese Einstellungen ermöglichen Ihnen, die Funktionalität des CRMLinkIT (Outlook-Plugin) in Outlook an Ihre individuellen Anforderungen anzupassen. Informationen Allgemeine Benutzer Einstellungen [_] Protokollierung aktivierenBedeutet, dass für die ausgewählten Benutzernamen die Protokollierung aktiviert wurde. [_] E-Mail nach Versand ablegenDiese Einstellung ist dafür gedacht, dass sämtliche E-Mails die Sie versenden, die nicht auf der Blacklist stehen, im combit CRM abgelegt werden. [_] Verbergen von Erfolgsmeldungen beim Synchronisieren von E-MailsBeim erfolgreichen Synchronisieren wird in Outlook, für kurze Zeit, eine Hinweismeldung eingeblendet. [_] Verbergen von Verarbeitungsmeldungen beim Synchronisieren von E-MailsWenn E-Mails nicht synchronisiert werden, z.B. da der Empfänger auf einer Blacklist steht, erscheint für kurze Zeit ein Hinweis. Dieser Hinweis kann hier ausgeschaltet werden.Diese Einstellungen sind global in den Admin-Einstellungen hinterlegt, können hier aber nochmal individuell pro Benutzer separat festgelegt werden.Dies gilt auch für die Konfiguration der automatischen Synchronisation.Zusätzlich kann man hier noch zwischen einem hellen und einem dunklen Design (Dark-Mode) für die Konfigurations-Fenster des CRMLinkIT wählen. Lizenz Unter Lizenz findet man Informationen zur Gültigkeit der Lizenz für den aktuellen Windows-Benutzer.Über die Schaltfläche "Freigeben" kann die für diesen Benutzer aktivierte Lizenz wieder für einen andere Benutzer freigegeben werden.Hier können Lizenzen wieder freigegeben werden, z.B. wenn ein Anwender die Firma verlassen hat. Mit der Schaltfläche Neu laden, können die Lizenzen neu geladen werde, z.B. wenn wir die Anzahl der Lizenz während des laufenden Betriebes erhöht haben. Projektübergreifende Einstellungen Unter Projektübergreifende Einstellungen wird festgelegt, ob die automatische Synchronisation bestimmter Postfächer und/oder Kalender standardmäßig aktiv ist und in welchen zeitlichen Abständen (alle x Minuten) diese erfolgt.In den Projekteinstellungen wird festgelegt, welche Kalender und E-Mail-Postfächer synchronisiert werden und wie sich die Synchronisation im Detail verhält.Unter Kalender-Einstellungen können mehrere Kalender mit unterschiedlichen Einstellungen konfiguriert werden. Projekteinstellung - Kalender Einstellungen KalenderSind die Einstellungen für den ausgewählten Kalender.Kalender Einstellungen [_] Synchronisation aktiv zeigt an, ob für diesen Kalender die Synchronisation aktiviert wurde.Konflikt-RegelnFolgende Regeln stehen zur Verfügung:Zuletzt aktualisiert (der zuletzt aktualisierte Termin gewinnt und wird übertragen)Outlook führend CRM führend KategorienSind die Outlook-Kategorien, die in Outlook hinterlegt sind bzw. hinterlegt werden.Unter Mail-Einstellungen können mehrere Postfächer und das Verhalten zu synchronisierender E-Mails konfiguriert werden.E-Mails können z.B. mit einer Kategorie versehen, in einen anderen Outlook-Ordner verschoben oder auch gelöscht werden.Die Termine können in die Zukunft unbegrenzt Synchronisiert werden. Projekteinstellung - Mail Einstellungen E-Mail AccountIst der Account, für den die Einstellungen vorgenommen werden.Account Einstellungen [_] E-Mail Account Einstellungen sind dem ausgewählten Projekt zugewiesen.Allgemeine EinstellungenWas soll mit der E-Mail in folgenden Fällen geschehen?Automatisch überwachte Ordner [_] Automatische Synchronisation aktiv bedeutet, dass eine automatische Synchronisation der ausgewählten Ordner erfolgen soll.Container in dem die Ordner angezeigt werden, die bei der automatischen E-Mail Ablage, überwacht werden sollen.Dafür muss die Automatische Synchronisation aktiv sein. Erst dann kann man die Überwachung für die einzelnen Ordner auf aktiv schalten.Aktion bei gescheiteter auto. Sync:Folgende Aktionen stehen bei erfolgreicher Synchronisation zur Verfügung:KeineKategorie vergebenVerschiebenVerschieben und Kategorie vergebenLöschenOutlook-Ordner für gescheiterte auto. SyncWenn Sie zuvor Verschieben oder Verschieben und Kategorie vergeben ausgewählt haben, können Sie den Ordner angeben, wo die E-Mail bei gescheiterter Synchronisation abgelegt werden soll.Kategorie bei gescheiterte auto. Sync:Wenn Sie zuvor "Kategorie vergeben" oder "Verschieben und Kategorie vergeben" ausgewählt haben, können Sie die Kategorie angeben, mit der die E-Mail gekennzeichnet werden soll.Auto. Sync für Mails der letzten...Hier kann der Zeitraum in Tage, Wochen, Monate, Jahre festgelegt werden, in dem E-Mails rückwirkend im überwachten Postfach synchronisiert werden.Darüber kann gesteuert werden, dass z.B. nicht alle E-Mails, die sich noch im Posteingang befinden, nachsynchronisiert werden. Blacklist Beinhaltet E-Mails oder Domains für den aktuellen Benutzer, die für die Synchronisation nicht berücksichtig werden. Eintrag hinzufügenEine Email E-Mail Adresse kann hinzugefügt werden Eintrag entfernenDie ausgewählte Email E-Mail Adresse wird entfernt E-mail prüfenEs Mail suchenEs wird geprüft ob die eingegebene Email Adresse auf der Blackliste ist(kann je nach länge der Blackliste unübersichtlich werden) bereits auf einer Blacklist steht. Dabei wird die eigene Benutzer- und Projekt-Blacklist verwendet. EinstellungenSind die Einstellungen für die im Container ausgewählte Email AdresseEine Domain z.B. kann man auch mit einem * vor dem @ Blacklistenz.B. *@aol.com E-Mail AdresseHier kann definiert werden, wie welche Sperre auf die eingegebene Adresse oder Domäne angewendet wird.Eine Mail kann durch Setzen der "Mail sperren" Option gesperrt werden, eine Dömäne über "Domäne sperren".Die Option "Domäne in Firmensuche ausschließen" verhindert evtl. falsche Treffer, bei der Kontakt Neuanlage, da dadurch häufige Domänen wie "@gmail.com" in der Suche ausgeschlossen werden. Einstellungen Administrator Funktionen und Features <span>CRMLinkIT (Outlook-Plugin)</span> SDK Blackliste Können auch von dem Administrator für das komplette Unternehmen ferstegelgt werden. |
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