Latest revision as of 07:54, 28 August 2013

Overview

The SmartSimple Microsoft Outlook Synchronization tool provides the following features:

Maintenance of contact and company information in Outlook or SmartSimple. Note: only companies and their associated contacts, where the company "ownership" is set to the current SmartSimple user, will be synchronized.

This feature also supports the use of custom fields, roles and notes attached to the contact record.

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.

The steps to be taken to configure this add-in are spelled out in the following articles:

The following 11 pages are in this category, out of 11 total.

@@ Line 7: / Line 7: @@
 :*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]]
+The steps to be taken to configure this add-in are spelled out in the following articles:
+# [[SmartSimple Microsoft Outlook Synchronization - Initial Setup]]
+# [[Downloading the SmartSimple Outlook Synchronization Add-In]]
+# [[Installing the SmartSimple Outlook Synchronization Add-In]]
+# [[Configuring Settings for the SmartSimple Outlook Synchronization Add-In]]
+# [[Setting up a SmartSimple Enabled Calendar or Contact List in Outlook]]
+# [[Using the SmartSimple Microsoft Outlook Synchronization Feature]]
+# [[SmartSimple Microsoft Outlook Synchronization - Troubleshooting]]