Category:SmartSimple Microsoft Outlook Synchronization
From SmartWiki
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.
- Maintenance of your personal calendar in Outlook or SmartSimple.
- 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:
- 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
Pages in category ‘SmartSimple Microsoft Outlook Synchronization’
The following 11 pages are in this category, out of 11 total.
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- Setting up a SmartSimple Enabled Calendar or Contact List in Outlook
- SmartSimple Microsoft Outlook Synchronization - Adding Event Notes
- SmartSimple Microsoft Outlook Synchronization - Initial Setup
- SmartSimple Microsoft Outlook Synchronization - Setting Additional Contact Roles
- SmartSimple Microsoft Outlook Synchronization - Troubleshooting
- SmartSimple Microsoft Outlook Synchronization - Updating Calendar Events