| summary | Benutzer-Einstellungen Über die Schaltfläche gelangt man in die Einstellungen für die Endanwender des PluginsCRMLinkIT (Outlook-Plugin).Diese Einstellungen ermöglichen es Ihnen, die Funktionalität des combit CRM Plugins 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 die sämtliche Emails E-Mails die Sie verschickenversenden, die nicht auf der Blackliste Blacklist stehen, im combit CRM abgelegt werden. vVer [_] 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 Emails E-Mails nicht synchronisiert werden, z.B. da der Empfänger auf einer Blackliste Blacklist steht, erscheint für kurze Zeit ein Hinweis. Dieser Hinweis kann hier ausgeschaltet werden.Diese Einstellungen sind zwar auch schon 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 (DarkmodeDark-Mode) für die Konfigurations-Fenster des Plugins CRMLinkIT wählen. Lizenz Unter Lizenz sieht 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 NeuladenNeu laden, können die Lizenzen neu geladen werde, z.B. wenn wir die Anzahl der Lizenz Anzahl während des laufenden Betriebes erhöht haben. Projekt-Übergreifende Projektübergreifende Einstellungen Unter Projekt-Übergreifende 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 EmailE-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 KalenderKalender Kalender.Kalender Einstellungen [_] Synchronisation aktiv ( zeigt an, ob für diesen Kalender die Sychronistation Synchronisation aktiviert wurdeKonfliktwurde.Konflikt-RegelnFolgende Regeln stehen zur Verfügung:Zuletzt aktualisiert (der zuletzt aktualisierte Termin gewinnt und wird übertragen)Outlook führend cRM 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 Emails E-Mails konfiguriert werden.Emails 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 AccountAccount AccountIst der Account, für den die Einstellungen vorgenommen werdenAccount werden.Account Einstellungen [_] E-Mail Account Einstellungen sind dem ausgewählten Projekt zugewiesenAllgemeine zugewiesen.Allgemeine EinstellungenWas soll mit der Email E-Mail in folgenden Fällen geschehen?Automatisch überwachte Ordner [_] Automatische Synchronisation aktiv (Einstellung 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 KeineKategorie vergebenVerschiebenVerschieben und Kategorie vergebenLöschenOutlook-Ordner für gescheiterte auto. SyncWenn Sie zuvor Verschieben oder Verschieben und Kategorie vergeben ausgewählt haben, so können Sie hier den Ordner angeben wohin die Email , wo die E-Mail bei gescheiterter Synchronisation verschoben abgelegt werden soll.Kategorie bei gescheiterte auto. Sync:Wenn Sie zuvor "Kategorie vergeben" oder "Verschieben und Kategorie vergeben" ausgewählt haben, so können Sie die die Kategorie angeben, mit der die Email E-Mail gekennzeichnet werden soll.Auto. Sync für Mails der letzten...Hier kann der Zeitraum in Tage, Wochen, Monate, Jahre festzulegenfestgelegt werden, in dem Emails E-Mails rückwirkend im überwachten Postfach synchronisiert werden.Darüber kann man steuerngesteuert werden, dass z.B. nicht alle EmailsE-Mails, die sich noch im Posteingang liegenbefinden, nachsynchronisiert werden. Blacklist Beinhaltet die Email E-Mails oder Domains für den aktuellen Benutzer, die für die Synchronistation 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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