Difference between revisions of "Configuring Settings for the SmartSimple Outlook Synchronization Add-In"

Revision as of 09:10, 28 August 2013

The following instructions show you how to set 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.

• Click the SmartSimple Settings button.

The SmartSimple Settings Options are displayed.

• Enter your username, password, company alias and URL.

• Click the Refresh button to validate the setting.

• Click the Close button.

If any of the values are incorrect the following message will be displayed.

Configuring Outlook

Creating a New Outlook 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.

• Select the level where you wish to add the new folder.

• Choose the File, New Folder menu.

• Type a folder name – be sure to include the word "smartsimple".

• Set the folder type to either Appointment items (for Calendar Synchronization) or Contact items (for Contact Synchronization).

• Click the Ok button.

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.

You can repeat the folder creation process with a new calendar folder.

Once complete you can use the View Folder List menu to hide the folder list.

Installing the SmartSimple Outlook Synchronization Add-In

Setting up a SmartSimple Enabled Calendar or Contact List in Outlook