SmartSimple Microsoft Outlook Synchronization - Setting Additional Contact Roles

This window is used to set additional roles for the contact.

  • Current roles are indicated with a tick mark next to the role name.
  • Other additional roles you can set are displayed.
  • As you select additional roles the field list will change to display any additional fields associated with the selected role.
  • If roles have not been established then only custom fields associated with a contact will be displayed.
  • If no custom fields are set for a role, you can still set the role for the contact.

You cannot create a new role or a custom fields in Outlook. This must be done in SmartSimple.

  • Select an additional role.


Additional fields will be displayed if they are associated with the new role.