AutoSync Mapping to Outlook Fields

AutoSync Mapping to Outlook Fields

CONTACTS

What Contacts will NOT be synced?

  • suppressed contacts

  • deleted contacts

  • contacts not in the specified Outlook Contact folder

  • any contacts not meeting the filter criteria in the Contact Sync Rule

What fields are synced?

The following table shows what fields that are synced. Not all Addresses and Comms are synced to Outlook. Only the fields listed below are synced. If icons are present  on a field then only the Phone, Email or Address details from those Addresses are synced.

ContactFields.png

APPOINTMENTS

What appointments will NOT be synced?

  • suppressed appointments

  • deleted appointments

  • appointments not in the specified Outlook Calendar folder

  • appointments for which the currently selected user is not an Attendee

  • any appointments not meeting the filter criteria on the Appointment Sync Rule

Appointments will sync whether they are closed or not.

What fields are synced?

AppointmentFields.png

TASKS

What Tasks will NOT be synced?

  • suppressed tasks

  • deleted tasks

  • tasks not in the specified Outlook Task folder

  • tasks for which the currently selected user is not the Action Person

  • any tasks not meeting the filter criteria on the Task Sync Rule

Tasks will sync whether they are completed or not.

What fields are synced?

TaskFields.png

 

NOTES

What Notes will NOT be synced?

  • suppressed notes

  • deleted notes

  • notes not in the specified Outlook Journal Entry folder

  • notes where the currently selected user is not the Originator or Related To

  • any notes not meeting the filter criteria on the Note Sync Rule

Notes will sync whether they are open or closed.

What fields are synced?

NoteFields.png

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