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Former Member
Aug 04, 2008 at 03:18 PM

CRM Client Integration - Contacts

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Weu2019ve been looking at the client groupware integration and it appears to address most of our immediate needs. There are two issues weu2019re having with contact synchronization.

1) We would like deletions not to be synchronized to the CRM system ( client->CRM ). So if a contact is created and synchronized to the CRM system and subsequently removed from the client we do not want it removed from the CRM system. Is there a way to prevent this?

2) Weu2019re unable to get the u201Ccontacts of accounts where user belongs to account teamu201D feature to work. Is there configuration which determines which partner functions are considered account team?

Thanks,

Greg