Synchronizing appointments terminology
  • Organizer. The organizer of an appointment is the user who creates the appointment in Exchange. The exception is where an appointment is created in a shared calendar. For example, an assistant creates a meeting for a manager using the manager's shared calendar. In this case, because the manager owns the calendar, the manager is the organizer. The organizer must always attend the event. The organizer's copy of an Exchange appointment is the only reliable version of the appointment and it's the version that's synchronized to Sage CRM.
  • Sync user. When configuring Exchange Integration, you must flag the mailboxes that will synchronize with Sage CRM. A user with an Exchange mailbox that's been configured to synchronize is called a Sage CRM sync user.
  • Meeting. An appointment with more than one attendee is a meeting.
  • Required attendees. All Sage CRM users (including resource users, but excluding the organizer) and external attendees added to the appointment in Sage CRM appear as required attendees on the appointment in the organizer's Exchange mailbox.
  • External attendees. The External attendees feature in Sage CRM communications sends an Exchange meeting request to all invitees both internal and external to the Sage CRM database or your own Exchange environment.