Revision as of 16:01, 26 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.

Synchronized calendar events can also have custom fields and multiple notes for each event.

32. Create a new appointment in your SmartSimple Synchronized folder.

33. Save and redisplay the appointment.

34. Click the SmartSimple Fields button.

If any event custom fields exist, you can set their values.

You can add multiple notes to a single event in SmartSimple. This functionality is replicated in the Outlook Calendar event.

35. Click the SmartSimple Notes button.

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.

36. Click the New Note button.

37. Type the new Note.

38. Click the OK button.

The Note is added.

These notes will be uploaded the next time you synchronize with SmartSimple.

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

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-=Setting Additional Contact Roles=
-This window is used to set additional [[Role|roles]] for the contact.
-* Current [[Role|roles]] 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 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]] or a [[Custom Fields|custom fields]] in Outlook.  This must be done in [[SmartSimple]].
-. 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=