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Determining The Workspace To Which CRM Calendar Events Will Get Attached

Owned by Cameron Betsch (Unlicensed)
Last updated: Nov 05, 2015 by Tony Hayes
1 min read

ClientSpace allows for multiple "CRM Related" workspaces.  This configuration is beneficial if a client wants to separate their sales group into multiple territories or divisions and it is necessary to keep their Organizations, Contacts, Calendar Events & Activities separated.

Step-by-step guide

The order of operations for figuring out which Workspace the calendar event will be attached to is as follows:

  1. ClientSpace checks to see if there is only one Client Workspace for this Org. If so, use it. If there are more than one, it will prompt the user to select a workspace.
  2. If there are no Client Workspaces for this Org, it will then check if there is only one workspace that is marked as "CRM Related" (on the Workspace Settings tab). If so, use it.
  3. If there are no "CRM Related" workspaces, it will then fall back to what's configured as the "Sales Workspace" App Setting.

 

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm