Sync contacts to MS Outlook®

Setup required before use	Who Can Use It?	Where Is It?
MS MS Outlook® Settings	User Assist. Project Manager Project manager Director Administrator System Administrator	Contacts

1. Use the screen filter to select the records you want to export i.e. All, Active, My Projects or highlight a contact to be sync’d.
2. Select the Sync toMS Outlook® button .
3. Options - select from My Project Contacts, Displayed Contact or Selected Contact (just the one record).
4. Tick whether to sync personnel records also.
5. Tick whether to sync contact classifications as categories in MS Outlook®.
6. Tick whether to sync the contact classifications against the personnel.
7. Sync to - default address book is the main address booked used in MS Outlook®.
8. My sync folder you can specify the address book name.
9. Contact fields and Personnel fields - specify the fields to be synchronised.
10. Sync now.

1. After having created or updated the phone/fax or added a personnel contact record.
2. From the toolbar select Action > Sync to MS Outlook®.
3. Change settings as necessary.
4. Sync now.

1. If you've opted to create a new address book (recommended), a message will prompt when you first try to sync to it in MS Outlook®.

2. Select Yes.
3. The address book will appear in MS Outlook®.

However, it won't appear as an address book to use with new mail messages, you need to active it.

1. Right click the new address book.
2. Select Properties.
3. Select the MS Outlook® Address book tab.
4. Check the option - Show this folder as en email address book.
5. OK.

1. Refer to the steps above for generating a sync.
2. Tick the option 'Sync contact Classifications as categories'.
3. Tick the option 'Sync contact Classifications as categories for personnel'.
4. Synch now.
5. Open the contact record in MS Outlook® and the category will be visible.