Difference between revisions of "Category:SmartSimple Microsoft Outlook Synchronization"

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:*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.
 
:*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.
 
* If you are using the SmartSimple [[Applicant Tracking]] system, you can synchronize applicant information including applicant resumes.
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[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]
  
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The steps to be taken to configure this add-in are spelled out in the following articles:
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# [[SmartSimple Microsoft Outlook Synchronization - Initial Setup]]
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# [[Downloading the SmartSimple Outlook Synchronization Add-In]]
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# [[Installing the SmartSimple Outlook Synchronization Add-In]]
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=Setting Custom Fields Values for Contacts=
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# [[Configuring Settings for the SmartSimple Outlook Synchronization Add-In]]
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# [[Setting up a SmartSimple Enabled Calendar or Contact List in Outlook]]
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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 [[SmartSimple]] [[Role|role]] supports adding or changing [[Role|roles]].
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# [[Using the SmartSimple Microsoft Outlook Synchronization Feature]]
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# [[SmartSimple Microsoft Outlook Synchronization - Troubleshooting]]
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26. Double click on any contact.
 
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The contact window is displayed.
 
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[[Image:Exc34.png]]
 
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Note the '''SmartSimple Fields''' button.
 
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[[Image:Exc35.png]]
 
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27. Click the '''SmartSimple Fields''' button.
 
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The '''SmartSimple Fields''' window is displayed.
 
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[[Image:Exc36.png]]
 
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The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].
 
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=Setting Additional Contact Roles=
 
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This window is used to set additional [[Role|roles]] for the contact.
 
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* Current [[Role|roles]] are indicated with a tick mark next to the [[Role|role]] name.
 
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* Other additional [[Role|roles]] you can set are displayed.
 
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* As you select additional [[Role|roles]] the field list will change to display any additional fields associated with the selected [[Role|role]].
 
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* If [[Role|roles]] have not been established then only [[Custom Fields|custom fields]] associated with a contact will be displayed.
 
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* If no custom fields are set for a [[Role|role]], you can still set the [[Role|role]] for the contact.
 
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You cannot create a new [[Role|role]] or a [[Custom Fields|custom fields]] in Outlook.  This must be done in [[SmartSimple]].
 
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28. Select an additional [[Role|role]].
 
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[[Image:Exc37.png]]
 
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Additional fields will be displayed if they are associated with the new [[Role|role]].
 
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=Updating Calendar Events=
 
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Synchronized calendar events can also have [[Custom Fields|custom fields]] and multiple notes for each event.
 
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32. Create a new appointment in your '''SmartSimple Synchronized''' folder.
 
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33. '''Save''' and redisplay the appointment.
 
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[[Image:Exc40.png]]
 
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34. Click the '''SmartSimple Fields''' button.
 
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If any event [[Custom Fields|custom fields]] exist, you can set their values.
 
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=Adding Event Notes=
 
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You can add multiple notes to a single event in [[SmartSimple]].  This functionality is replicated in the '''Outlook Calendar''' event.
 
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35. Click the '''SmartSimple Notes''' button.
 
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[[Image:Exc41.png]]
 
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Existing notes are displayed in the top pane of the window.
 
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A new note is composed in the bottom pane of the window.
 
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If there are multiple types of notes with different permissions then you can select the note type form the '''Note Type''' combo box.
 
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[[Image:Exc42.png]]
 
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36. Click the '''New Note''' button.
 
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37. Type the new '''Note'''.
 
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[[Image:Exc43.png]]
 
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38. Click the '''OK''' button.
 
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The '''Note''' is added.
 
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These notes will be uploaded the next time you synchronize with [[SmartSimple]].
 
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[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]
 

Latest revision as of 08:54, 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.
  • 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. Configuring Settings for the SmartSimple Outlook Synchronization Add-In
  5. Setting up a SmartSimple Enabled Calendar or Contact List in Outlook
  6. Using the SmartSimple Microsoft Outlook Synchronization Feature
  7. SmartSimple Microsoft Outlook Synchronization - Troubleshooting
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