Revision as of 16:05, 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.

• 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:

1. SmartSimple Microsoft Outlook Synchronization - Initial Setup
2. Downloading the SmartSimple Outlook Synchronization Add-In
3. Installing the SmartSimple Outlook Synchronization Add-In
4. Setting up a SmartSimple Enabled Calendar or Contact List in Outlook
5. Using the SmartSimple Microsoft Outlook Synchronization Feature
6. SmartSimple Microsoft Outlook Synchronization - Troubleshooting