Setting Infor CRM SLX Connector Appointment Filters Options

The Appointment Filters options determine what and how appointments will synchronize between Infor CRM SLX and Outlook.

Note: This tab is required for Outlook sync only.

To set appointment filter options:

  1. Click the Infor CRM SLX Options button and click Appointment Filters.
  2. Select the Include appointments marked as private/personal check box to synchronize personal or private appointments between Outlook and Infor CRM SLX. To prevent synchronization of appointments clear this option.
    Note: This option is selected by default. In Infor CRM SLX these are synchronized as personal activities in Infor CRM SLX.
  3. Define the appointments that synchronize by selecting one of the following options:
    • Include all: Select this option to synchronize all appointments. This option is selected by default.
    • Include only the following category: Select this option to specify a category of appointments to synchronize. Click the drop-down arrow to select a category from the list.
    • Do not include appointments assigned the following categories: Select to specify one or more categories of appointments to exclude. Select the check box of each category to exclude.
  4. Click OK.