Activities/Appointments tab

In the Appointments tab, you define settings for the Event management and the overlap check.

External participants

An activated invitation management offers additional options for CAS genesisWorld appointments. CAS genesisWorld users can invite persons who are no CAS genesisWorld users to appointments using their e-mail addresses. If address data records in CAS genesisWorld exist with e-mail addresses, the addresses and appointments can automatically be linked.

Furthermore, users can accept or decline invitations for users in CAS genesisWorld if appointments are organized with a program other than Microsoft Outlook.

• Activate the Use invitation management feature for appointments option to activate further options.
• Search in e-mail addresses automatically links appointments and address data records if address data records for e-mail addresses of invited persons exist.
• Ignore the following e-mail addresses is recommended for organizational e-mail addresses.

CAS genesisWorld users have two options to invite persons: either colleagues are entered as invited participants in the appointment or the e-mail address is used. In the second case, no employee data record is linked to the corresponding appointment automatically if you want the e-mail addresses of your company to be ignored.

Certain strings from e-mail addresses are sufficient. The @-character must be included. Example: if you want to ignore all e-mail addresses of cas.de and web.de, you enter @cas.de; @web.de.

• Activate the Display Online meeting for users option to display the corresponding functions in the Desktop Client and in CAS genesisWorld Web.

This option can only be activated if the invitation management is also activated.

Furthermore, the Microsoft Teams application must be set up with an OAuth2 provider for online meetings

• Miscellaneous area/OAuth2

Effects of an activated invitation management function

• Each user must have a unique e-mail address for the invitation management.

• User management area

If users with the same e-mail addresses or without an e-mail address are found, you receive a message and the invitation management cannot be activated.

• If the invitation management is activated, settings for user accounts in the E-mail settings tab are available.

• Users: The e-mail settings tab

• If you select the Deactivate user option, you will receive a notification if appointments with external participants exist.

• User: General tab

• Appointments with external participants can no longer be transformed into other data record types.
• Mandatory fields are not included for appointments which have been created by external organizers and were transferred to CAS genesisWorld.

• Checking mandatory fields

• Do not activate the invitation management of CAS genesisWorld in the Management Console if you work with Exchange sync. Invitations are then managed via the Microsoft Exchange sync server.
• When deploying replication functions, you have to consider some additional aspects.

• User guide Replication

Settings for the duplicate check

Users define the settings for the Desktop Client for the overlap check.

• Desktop Client: Checking overlaps

As administrator, you define the defaults in the Management Console for the following data record types: Appointments, Jobs, Holidays and Phone calls.

The settings of the Management Console only have an effect if users have activated the overlap check, either in the settings or in the corresponding data records.

• Check overlaps for all-day appointments includes also these appointments when checking for overlaps.
• When the Check overlaps for past activities option is activated, the Check for overlaps option is automatically activated when opening a past appointment in the Desktop Client.

Appointments are checked for overlaps with other activities which were defined by a user in the settings of the Desktop Client.

The option can be changed manually by users for a data record in the Desktop Client.

• Activate either the Check overlaps for all changes of the activity option or only, if the Start and End fields or participants are changed.