Service Calendar Privacy

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Posted on by yleclerc

1,545

We are using the service calendar to book our people with our customers.

Sometimes, a resource needs to book personal time off for personal reason and don't want to be booked during that time. In Outlook, they create an appointment (so no one will book them) and mark it as private.

When the appointment syncs with CRM, it's not private, so anyone can see the detail of the appointment.

Is there any way to sync private appointments to CRM so they will just say "Busy" or "Not available"?

We could tell people to create 2 appointments (1 private that doesn't sync wih CRM + 1 public that just says "Busy" that syncs with CRM), but we are trying to save some clicks here.

Thanks!

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