8,849
edits
Changes
no edit summary
The following instructions show you how to set [[User|user]] information for the SmartSimple Outlook Synchronization Add-In.
==Configuring the Add-In==
You only need to set these values the first time you use the '''Synchronization''' tool.
[[Image:Exc23.png]]
==Configuring Outlook==
===Creating a New Folder===
Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.
* If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].
[[Image:Exc24.png]]
* Select the level where you wish to add the new folder.
* Choose the '''File''', '''New Folder''' [[Menu|menu]].
[[Image:Exc25.png]]
* Type a folder name – be sure to include the word "smartsimple".
[[Image:Exc26.png]]
* Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).
[[Image:Exc27.png]]
* Click the '''Ok''' button.
[[Image:Exc28.png]]
The folder icon will indicate either contacts or appointments.
===Creating a Shortcut on your Outlook Sidebar===
You can drag the folder name to the '''Outlook''' sidebar to create a shortcut. This will make it easier to locate the folder in the future.
* Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.
[[Image:Exc29.png]]
You can repeat the folder creation process with a new calendar folder.
[[Image:Exc30.png]]
Once complete you can use the '''View Folder List''' [[Menu|menu]] to hide the folder list.
[[Category:SmartSimple Microsoft Outlook Synchronization]]