Limiting visibility of contacts in schedule items

You can limit the visibility of contacts in schedule items.

There are three user options that affect the visibility of contacts: Enable Inbound For Contact Sync, Enable Display of External Contacts, and Enable Security Check on Inbound For Contact Sync.

An external contact is a contact who is added to a schedule item through synchronization with Microsoft Outlook but does not have any additional records in NexJ CRM.

Corporate Suggested Settings

These settings are suggested for managers or corporate users that can view the contacts of multiple advisors, limiting the possibility of accidental disclosure of whether a contact is serviced by multiple advisors to those advisors.

Enable Inbound For Contact Sync

Disable

Enable Display of External Contacts

Enable

Enable Security Check on Inbound For Contact Sync

Disable

Assistant Suggested Settings

These settings are suggested for assistants that support multiple advisors, limiting the possibility of accidental disclosure to advisors of the meetings scheduled by another advisor.

Enable Inbound For Contact Sync

Enable

Enable Display of External Contacts

Disable

Enable Security Check on Inbound For Contact Sync

Enable

Related links

Enabling features for NexJ CRM