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