:*This feature also supports notes for each calendar entry and the use of any custom calendar fields defined in SmartSimple. Notes can be created in Outlook or SmartSimple.
* If you are using the SmartSimple [[Applicant Tracking]] system, you can synchronize applicant information including applicant resumes.
[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]
=Outlook Contact Fields vs. SmartSimple Fields= The following table shows how '''Outlook Contact''' fields are mapped steps to be taken 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 configure this field in Outlook will alter the company address in SmartSimple.|-|Contact Address|Home Address|add-|Company phone for the company associated with the contact.|Business Phone* Changing this field in Outlook will alter the company phone number are spelled out 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 Custom Fields Values for Contacts=following articles:Once the folder has been synchronized for the fist time you can set [[Custom Field|custom field]] values for any contact or change their [[Role|role]] to the extent that your # [[SmartSimpleMicrosoft Outlook Synchronization - Initial Setup]] [[Role|role]] supports adding or changing [[Role|roles]]. 26. Double click on any contact. The contact window is displayed. # [[Image:Exc34.png]] Note Downloading the '''SmartSimple Fields''' button. [[Image:Exc35.pngOutlook Synchronization Add-In]] 27. Click the '''SmartSimple Fields''' button. The '''SmartSimple Fields''' window is displayed. # [[Image:Exc36.png]] The top pane of Installing the window displays the contact [[Role|rolesSmartSimple Outlook Synchronization Add-In]] and the bottom pane displays the fields associated with the selected [[Role|role]]. =Setting Additional Contact Roles= This window is used to set additional # [[Role|roles]] Configuring Settings for the contact.* Current [[Role|rolesSmartSimple Outlook Synchronization Add-In]] are indicated with a tick mark next to the [[Role|role]] name.* Other additional # [[Role|roles]] you can set are displayed.* As you select additional [[Role|roles]] the field list will change to display any additional fields associated with the selected [[Role|role]].* If [[Role|roles]] have not been established then only [[Custom Fields|custom fields]] associated with Setting up a contact will be displayed.* If no custom fields are set for a [[Role|role]], you can still set the [[Role|role]] for the contact. You cannot create a new [[Role|role]] SmartSimple Enabled Calendar or a [[Custom Fields|custom fields]] Contact List in Outlook. This must be done in [[SmartSimple]]. 28. Select an additional [[Role|role]]. [[Image:Exc37.png]] Additional fields will be displayed if they are associated with the new # [[Role|role]]. =Updating Calendar Events= Synchronized calendar events can also have [[Custom Fields|custom fields]] and multiple notes for each event. 32. Create a new appointment in your '''SmartSimple Synchronized''' folder. 33. '''Save''' and redisplay Using the appointment. [[Image:Exc40.png]] 34. Click the '''SmartSimple Fields''' button. If any event [[Custom Fields|custom fields]] exist, you can set their values. =Adding Event Notes= You can add multiple notes to a single event in [[SmartSimple]]. This functionality is replicated in the '''Microsoft Outlook Calendar''' event. 35. Click the '''SmartSimple Notes''' button. [[Image:Exc41.pngSynchronization Feature]] Existing notes are displayed in the top pane of the window. A new note is composed in the bottom pane of the window. If there are multiple types of notes with different permissions then you can select the note type form the '''Note Type''' combo box. [[Image:Exc42.png]] 36. Click the '''New Note''' button. 37. Type the new '''Note'''. [[Image:Exc43.png]] 38. Click the '''OK''' button. The '''Note''' is added. These notes will be uploaded the next time you synchronize with # [[SmartSimple]]. =Reserved Fields in Outlook= The '''Microsoft Outlook Synchronization''' feature uses three contact outlook fields to store the custom contact and [[Role|role]] information. These fields are '''Contact Information''' – '''Billing''', '''Miscellaneous fields''' – '''User1''' and '''User2'''. You should not use these fields for other purposes. If you do any information that you enter will be overwritten the next type you synchronize with [[SmartSimple]]. [[Category:Plug-Ins for Microsoft Office]][[Category:System ManagementTroubleshooting]]