Difference between revisions of "Using Contact Fields with Microsoft Outlook Synchronization"

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* Use the SmartSimple Fields button to set these vales.
 
* Use the SmartSimple Fields button to set these vales.
 
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==Setting a Custom Field Value==
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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]].
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* Double click on any contact.
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The contact window is displayed.
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[[Image:Exc34.png]]
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Note the '''SmartSimple Fields''' button.
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[[Image:Exc35.png]]
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* Click the '''SmartSimple Fields''' button.
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The '''SmartSimple Fields''' window is displayed.
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[[Image:Exc36.png]]
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The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].
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* Double click on a field on the bottom pane to set its value.
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[[Image:Exc38.png]]
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The selection options and the validation types will be same as originally established in [[SmartSimple]].
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* Click the '''OK''' button to save the new value.
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* Click the '''Save and Close''' button.
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[[Image:Exc39.png]]
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The contact record is updated and closed.
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==Reserved Fields in Outlook==
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The '''Outlook Synchronization''' feature uses three Outlook contact fields to store the custom contact and [[Role|role]] information. 
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These fields are:
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* '''Contact Information''' – '''Billing'''
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* '''Miscellaneous fields''' – '''User1''' and
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* '''Miscellaneous fields''' – '''User2'''.
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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]]
 
[[Category:SmartSimple Microsoft Outlook Synchronization]]

Latest revision as of 14:58, 26 August 2013

Outlook Contact Fields vs. SmartSimple Fields

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

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 values for any contact or change their role to the extent that your SmartSimple role supports adding or changing roles.

  • Double click on any contact.

The contact window is displayed.

Exc34.png

Note the SmartSimple Fields button.

Exc35.png

  • Click the SmartSimple Fields button.

The SmartSimple Fields window is displayed.

Exc36.png

The top pane of the window displays the contact roles and the bottom pane displays the fields associated with the selected role.

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

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.

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 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.

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