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Stub Appointments

Sage CRM Exchange Integration usually carries out appointment synchronization based on the Organizer's copy of an appointment. Invitees, as long as they are CRM users enabled for synchronization, can view a copy of the appointment in their calendars in CRM.

The exception to this synchronization rule is when the Exchange organizer of the appointment is not a CRM user enabled for synchronization, and the appointment includes invitees who are CRM users enabled for synchronization. In this case, the synchronization bases itself on the invitee copies of the appointment, to ensure the calendars of all the CRM users stay up-to-date.

These invitee copies of appointments are called Stub Appointments. They are read-only. Click the Exchange Sync Info icon in the top left of the page, and a blue banner gives you more information on the status of the appointment.

See Also:

Appointments: CRM to Exchange

Appointments: Exchange to CRM

Synchronizing appointments