View source for Using Contact Fields with Microsoft Outlook Synchronization

==Outlook Contact Fields vs. SmartSimple Fields==

The following table shows how '''Outlook Contact''' fields are mapped to [[SmartSimple]] '''Contact''' fields.

{| border="1"
|'''SmartSimple Field'''
|'''Outlook Field'''
|-
|Contact First and Last Name
|Full Name
|-
|Contact Title
|Job Title
|-
|Company Address for the company associated with the contact.
|Business Address
* Changing this field in Outlook will alter the company address in SmartSimple.
|-
|Contact Address
|Home Address
|-
|Company phone for the company associated with the contact.
|Business Phone
* Changing this field in Outlook will alter the company phone number in SmartSimple.
|-
|Contact phone
|Home Phone
|-
|Contact Email Address
|Email Address
|-
|Custom fields and roles in SmartSimple
|No Equivalent in Outlook. 
* Use the SmartSimple Fields button to set these vales.
|}

==Setting a Custom Field Value==

Once the folder has been synchronized for the first time, you can set [[Custom Field|custom field]] values for any contact or change their [[Role|role]] to the extent that your [[SmartSimple]] [[Role|role]] supports adding or changing [[Role|roles]].

* Double click on any contact.

The contact window is displayed.

[[Image:Exc34.png]]
 
Note the '''SmartSimple Fields''' button.
 
[[Image:Exc35.png]]

* Click the '''SmartSimple Fields''' button.

The '''SmartSimple Fields''' window is displayed.

[[Image:Exc36.png]]
 
The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].

* Double click on a field on the bottom pane to set its value.

[[Image:Exc38.png]]
 
The selection options and the validation types will be same as originally established in [[SmartSimple]].

* Click the '''OK''' button to save the new value.
* Click the '''Save and Close''' button. 

[[Image:Exc39.png]]
 
The contact record is updated and closed.

==Reserved Fields in Outlook==

The '''Outlook Synchronization''' feature uses three Outlook contact fields to store the custom contact and [[Role|role]] information.  

These fields are:
* '''Contact Information''' – '''Billing'''
* '''Miscellaneous fields''' – '''User1''' and 
* '''Miscellaneous fields''' – '''User2'''.

You should not use these fields for other purposes. If you do, any information that you enter will be overwritten the next time you synchronize with [[SmartSimple]].

[[Category:SmartSimple Microsoft Outlook Synchronization]]