Outlook Integration FAQ - Revision history

Dina at 13:18, 8 July 2020

2020-07-08T13:18:42Z

Dina at 16:14, 21 March 2020

2020-03-21T16:14:46Z

← Older revision		Revision as of 16:14, 21 March 2020
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	Yes. You can sync CommitCRM with mobile devices/PDAs thru Outlook. The Commit-Outlook Sync module supports a two-way sync between CommitCRM and Outlook. Therefore it can be used to sync with devices that support standard syncs with Outlook.		Yes. You can sync CommitCRM with mobile devices/PDAs thru Outlook. The Commit-Outlook Sync module supports a two-way sync between CommitCRM and Outlook. Therefore it can be used to sync with devices that support standard syncs with Outlook.

	Learn more about the [[~~Commit-~~Outlook Sync\|CommitCRM-Outlook Sync]] module.		Learn more about the [[Outlook Sync\|CommitCRM-Outlook Sync]] module.


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	CommitCRM allows you to import your Outlook contacts into CommitCRM. When importing, every Outlook contact creates a CommitCRM Account record. Importing records is a one-way data transfer process from Outlook into CommitCRM.		CommitCRM allows you to import your Outlook contacts into CommitCRM. When importing, every Outlook contact creates a CommitCRM Account record. Importing records is a one-way data transfer process from Outlook into CommitCRM.

	The [[~~Commit-~~Outlook Sync\|CommitCRM-Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.		The [[Outlook Sync\|CommitCRM-Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.

	Another difference between importing and synchronizing Outlook and CommitCRM data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.		Another difference between importing and synchronizing Outlook and CommitCRM data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.
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	==See Also==		==See Also==
	*[[~~Commit-~~Outlook Sync\|CommitCRM-Outlook Sync]]		*[[Outlook Sync\|CommitCRM-Outlook Sync]]
	*[[Syncing Accounts with Outlook]]		*[[Syncing Accounts with Outlook]]

	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:~~Commit-~~Outlook Sync\|Category:CommitCRM-Outlook Sync]]		[[Category:Outlook Sync\|Category:CommitCRM-Outlook Sync]]
	__NOTOC__		__NOTOC__

Robert: /* What is the difference between syncing with Outlook and importing from Outlook? */

2013-11-13T09:26:19Z

What is the difference between syncing with Outlook and importing from Outlook?

← Older revision		Revision as of 09:26, 13 November 2013
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	CommitCRM allows you to import your Outlook contacts into CommitCRM. When importing, every Outlook contact creates a CommitCRM Account record. Importing records is a one-way data transfer process from Outlook into CommitCRM.		CommitCRM allows you to import your Outlook contacts into CommitCRM. When importing, every Outlook contact creates a CommitCRM Account record. Importing records is a one-way data transfer process from Outlook into CommitCRM.

	The [[CommitCRM-Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.		The [[Commit-Outlook Sync\|CommitCRM-Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.

	Another difference between importing and synchronizing Outlook and CommitCRM data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.		Another difference between importing and synchronizing Outlook and CommitCRM data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.


	===Can CommitCRM synchronize with Outlook Business Contact Manager?===		===Can CommitCRM synchronize with Outlook Business Contact Manager?===

Robert at 10:08, 1 September 2013

2013-09-01T10:08:15Z

Sheli: /* How can I sync other user's Outlook folders? */

2011-04-20T19:20:22Z

How can I sync other user's Outlook folders?

← Older revision		Revision as of 19:20, 20 April 2011
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	The Commit-Outlook Sync module lets a single user perform a sync for other users. For example, the Dispatcher can now schedule on-site visits for technicians and select to sync their Outlook with CommitCRM in a single click (Exchange® server is required).		The Commit-Outlook Sync module lets a single user perform a sync for other users. For example, the Dispatcher can now schedule on-site visits for technicians and select to sync their Outlook with CommitCRM in a single click (Exchange® server is required).

	~~Users who wish to allow~~ other users ~~to sync their Outlook® folders~~, ~~should set the flag "Allow other users~~ to ~~sync Accounts/Tasks/Appointments for me" in the~~ Outlook ~~options window. Note that this should be set separately for Account, Tasks~~ and ~~Appointments~~.		To sync other users data, go to '''Tools > Synchronize Outlook > Sync Other Users Data''' and then choose which data to sync.

			''Note:'' Users who wish to allow other users to sync their Outlook® folders, should set the flag in '''Tools > Options > Outlook tab > Allow other users to sync Accounts/Tasks/Appointments for me'''. This flag should be set separately for Accounts, Tasks and Appointments, each in its own tab under the options window.

	==See Also==		==See Also==

Reno at 17:49, 28 October 2009

2009-10-28T17:49:35Z

Reno at 20:53, 27 October 2009

2009-10-27T20:53:09Z

← Older revision		Revision as of 20:53, 27 October 2009
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	==Outlook-Sync==		===Outlook-Sync===

	===Can I synchronize CommitCRM with mobile devices/PDAs?===		===Can I synchronize CommitCRM with mobile devices/PDAs?===

Reno: /* Outlook-Sync - Advanced Use */

2009-10-27T20:52:19Z

Outlook-Sync - Advanced Use

← Older revision		Revision as of 20:52, 27 October 2009
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	----		----

	~~'''~~Outlook Email~~'''~~		===Outlook Email===

	===Can I link my emails from Outlook to CommitCRM?===		===Can I link my emails from Outlook to CommitCRM?===

Reno at 20:51, 27 October 2009

2009-10-27T20:51:49Z

← Older revision		Revision as of 20:51, 27 October 2009
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	----		----

	==Outlook Email==		'''Outlook Email'''

	===Can I link my emails from Outlook to CommitCRM?===		===Can I link my emails from Outlook to CommitCRM?===

Reno at 20:51, 27 October 2009

2009-10-27T20:51:02Z

← Older revision		Revision as of 20:51, 27 October 2009
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	**[[Outlook Integration FAQ#Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?\|Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?]]		**[[Outlook Integration FAQ#Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?\|Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?]]
	**[[Outlook Integration FAQ#What is the difference between syncing with Outlook and importing from Outlook?\|What is the difference between syncing with Outlook and importing from Outlook?]]		**[[Outlook Integration FAQ#What is the difference between syncing with Outlook and importing from Outlook?\|What is the difference between syncing with Outlook and importing from Outlook?]]


	===Outlook-Sync - Advanced Use===		===Outlook-Sync - Advanced Use===

← Older revision		Revision as of 10:08, 1 September 2013
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	===Outlook-Sync - Getting Started===		===Outlook-Sync - Getting Started===
	*[[Outlook Integration FAQ#Can I synchronize CommitCRM with mobile devices/PDAs?\|Can I synchronize CommitCRM with mobile devices/PDAs?]]		*[[Outlook Integration FAQ#Can I synchronize CommitCRM with mobile devices/PDAs?\|Can I synchronize CommitCRM with mobile devices/PDAs?]]
	*[[Outlook Integration FAQ#What information is synced with the ~~Commit~~-Outlook Sync module?\|What information is synced with the ~~Commit~~-Outlook Sync module?]]		*[[Outlook Integration FAQ#What information is synced with the CommitCRM-Outlook Sync module?\|What information is synced with the CommitCRM-Outlook Sync module?]]
	*[[Outlook Integration FAQ#Where do I configure the Outlook sync settings?\|Where do I configure the Outlook sync settings?]]		*[[Outlook Integration FAQ#Where do I configure the Outlook sync settings?\|Where do I configure the Outlook sync settings?]]
	*[[Outlook Integration FAQ#Are the Outlook sync configuration settings on a per user or per office basis?\|Are the Outlook sync configuration settings on a per user or per office basis?]]		*[[Outlook Integration FAQ#Are the Outlook sync configuration settings on a per user or per office basis?\|Are the Outlook sync configuration settings on a per user or per office basis?]]
	*[[Outlook Integration FAQ#Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?\|Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?]]		*[[Outlook Integration FAQ#Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?\|Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?]]
	*[[Outlook Integration FAQ#Does the ~~Commit~~-Outlook Sync module also sync recurring items from ~~CommitCRM~~?\|Does the ~~Commit~~-Outlook Sync module also sync recurring items from CommitCRM?]]		*[[Outlook Integration FAQ#Does the CommitCRM-Outlook Sync module also sync recurring items from CommitCRMCRM?\|Does the CommitCRM-Outlook Sync module also sync recurring items from CommitCRM?]]
	*[[Outlook Integration FAQ#What is the difference between syncing with Outlook and importing from Outlook?\|What is the difference between syncing with Outlook and importing from Outlook?]]		*[[Outlook Integration FAQ#What is the difference between syncing with Outlook and importing from Outlook?\|What is the difference between syncing with Outlook and importing from Outlook?]]

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	Yes. You can sync CommitCRM with mobile devices/PDAs thru Outlook. The Commit-Outlook Sync module supports a two-way sync between CommitCRM and Outlook. Therefore it can be used to sync with devices that support standard syncs with Outlook.		Yes. You can sync CommitCRM with mobile devices/PDAs thru Outlook. The Commit-Outlook Sync module supports a two-way sync between CommitCRM and Outlook. Therefore it can be used to sync with devices that support standard syncs with Outlook.

	Learn more about the [[Commit-Outlook Sync]] module.		Learn more about the [[Commit-Outlook Sync\|CommitCRM-Outlook Sync]] module.


	===What information is synced with the ~~Commit~~-Outlook Sync module?===		===What information is synced with the CommitCRM-Outlook Sync module?===
	The ~~Commit~~-Outlook Sync module supports bi-directional synchronization with Outlook for the following components:		The CommitCRM-Outlook Sync module supports bi-directional synchronization with Outlook for the following components:

	*Outlook Contacts are synced with CommitCRM Accounts		*Outlook Contacts are synced with CommitCRM Accounts
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	===Where do I configure the Outlook sync settings?===		===Where do I configure the Outlook sync settings?===
	To configure the ~~Commit~~-Outlook sync settings, in CommitCRM go to Tools > Options > Outlook tab.		To configure the CommitCRM-Outlook sync settings, in CommitCRM go to Tools > Options > Outlook tab.


	===Are the Outlook sync configuration settings on a per user or per office basis?===		===Are the Outlook sync configuration settings on a per user or per office basis?===
	All the ~~Commit~~-Outlook Sync configuration settings are on a per user basis. Modifying them affects only your personal synchronization.		All the CommitCRM-Outlook Sync configuration settings are on a per user basis. Modifying them affects only your personal synchronization.


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	===Does the ~~Commit~~-Outlook Sync module also sync recurring items from CommitCRM?===		===Does the CommitCRM-Outlook Sync module also sync recurring items from CommitCRM?===
	Yes, recurring appointments and tasks are synchronized with Outlook as standard appointments and tasks, and you can edit them in Outlook. Updates to these records in Outlook are synced back to CommitCRM. However, recurring records created in Outlook are not transferred into CommitCRM.		Yes, recurring appointments and tasks are synchronized with Outlook as standard appointments and tasks, and you can edit them in Outlook. Updates to these records in Outlook are synced back to CommitCRM. However, recurring records created in Outlook are not transferred into CommitCRM.

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	CommitCRM allows you to import your Outlook contacts into CommitCRM. When importing, every Outlook contact creates a CommitCRM Account record. Importing records is a one-way data transfer process from Outlook into CommitCRM.		CommitCRM allows you to import your Outlook contacts into CommitCRM. When importing, every Outlook contact creates a CommitCRM Account record. Importing records is a one-way data transfer process from Outlook into CommitCRM.

	The [[~~Commit~~-Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.		The [[CommitCRM-Outlook Sync]] module supports two-way data synchronization. Additions and changes performed in one program are transferred to the other.

	Another difference between importing and synchronizing Outlook and CommitCRM data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.		Another difference between importing and synchronizing Outlook and CommitCRM data is that with the import feature, you can only import Outlook Contacts. The synchronization module allows information from Contacts, Appointments and Tasks to be transferred.
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	===Can CommitCRM synchronize with Outlook Business Contact Manager?===		===Can CommitCRM synchronize with Outlook Business Contact Manager?===
	The ~~Commit~~-Outlook Sync module allows you to sync standard Outlook folders. Business Contact Manager (BCM) uses a different folder standard, so to sync BCM contacts you'll need to transfer them to a standard Outlook folder (.pst file type) and then perform the synchronization with this new Outlook folder.		The CommitCRM-Outlook Sync module allows you to sync standard Outlook folders. Business Contact Manager (BCM) uses a different folder standard, so to sync BCM contacts you'll need to transfer them to a standard Outlook folder (.pst file type) and then perform the synchronization with this new Outlook folder.


	===How can I sync CommitCRM with Outlook®/Exchange folder?===		===How can I sync CommitCRM with Outlook®/Exchange folder?===
	Using the ~~Commit~~-Outlook Sync module you can sync Outlook® data (locally or from Exchange server) with CommitCRM.<br>Sync settings are set in Tools > Options... > Outlook tab.		Using the CommitCRM-Outlook Sync module you can sync Outlook® data (locally or from Exchange server) with CommitCRM.<br>Sync settings are set in Tools > Options... > Outlook tab.


	===How can I sync other user's Outlook folders?===		===How can I sync other user's Outlook folders?===
	The ~~Commit~~-Outlook Sync module lets a single user perform a sync for other users. For example, the Dispatcher can now schedule on-site visits for technicians and select to sync their Outlook with CommitCRM in a single click (Exchange® server is required).		The CommitCRM-Outlook Sync module lets a single user perform a sync for other users. For example, the Dispatcher can now schedule on-site visits for technicians and select to sync their Outlook with CommitCRM in a single click (Exchange® server is required).

	To sync other users data, go to '''Tools > Synchronize Outlook > Sync Other Users Data''' and then choose which data to sync.		To sync other users data, go to '''Tools > Synchronize Outlook > Sync Other Users Data''' and then choose which data to sync.
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	==See Also==		==See Also==
	*[[Commit-Outlook Sync]]		*[[Commit-Outlook Sync\|CommitCRM-Outlook Sync]]
	*[[Syncing Accounts with Outlook]]		*[[Syncing Accounts with Outlook]]

	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Commit-Outlook Sync]]		[[Category:Commit-Outlook Sync\|Category:CommitCRM-Outlook Sync]]
	__NOTOC__		__NOTOC__

← Older revision		Revision as of 17:49, 28 October 2009
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	===Outlook Email===		===Outlook Email===
	**[[Outlook Integration FAQ#Can I link my emails from Outlook to CommitCRM?\|Can I link my emails from Outlook to CommitCRM?]]		*[[Outlook Integration FAQ#Can I link my emails from Outlook to CommitCRM?\|Can I link my emails from Outlook to CommitCRM?]]
	**[[Outlook Integration FAQ#Can I send an email from CommitCRM?\|Can I send an email from CommitCRM?]]		*[[Outlook Integration FAQ#Can I send an email from CommitCRM?\|Can I send an email from CommitCRM?]]
	**[[Outlook Integration FAQ#Can I set a personal signature for emails sent from CommitCRM?\|Can I set a personal signature for emails sent from CommitCRM?]]		*[[Outlook Integration FAQ#Can I set a personal signature for emails sent from CommitCRM?\|Can I set a personal signature for emails sent from CommitCRM?]]
	**[[Outlook Integration FAQ#How do I get my email into the program? There is nowhere to set POP3/SMTP settings?\|How do I get my email into the program? There is nowhere to set POP3/SMTP settings?]]		*[[Outlook Integration FAQ#How do I get my email into the program? There is nowhere to set POP3/SMTP settings?\|How do I get my email into the program? There is nowhere to set POP3/SMTP settings?]]

	===Outlook-Sync - Getting Started===		===Outlook-Sync - Getting Started===
	**[[Outlook Integration FAQ#Can I synchronize CommitCRM with mobile devices/PDAs?\|Can I synchronize CommitCRM with mobile devices/PDAs?]]		*[[Outlook Integration FAQ#Can I synchronize CommitCRM with mobile devices/PDAs?\|Can I synchronize CommitCRM with mobile devices/PDAs?]]
	**[[Outlook Integration FAQ#What information is synced with the Commit-Outlook Sync module?\|What information is synced with the Commit-Outlook Sync module?]]		*[[Outlook Integration FAQ#What information is synced with the Commit-Outlook Sync module?\|What information is synced with the Commit-Outlook Sync module?]]
	**[[Outlook Integration FAQ#Where do I configure the Outlook sync settings?\|Where do I configure the Outlook sync settings?]]		*[[Outlook Integration FAQ#Where do I configure the Outlook sync settings?\|Where do I configure the Outlook sync settings?]]
	**[[Outlook Integration FAQ#Are the Outlook sync configuration settings on a per user or per office basis?\|Are the Outlook sync configuration settings on a per user or per office basis?]]		*[[Outlook Integration FAQ#Are the Outlook sync configuration settings on a per user or per office basis?\|Are the Outlook sync configuration settings on a per user or per office basis?]]
	**[[Outlook Integration FAQ#Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?\|Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?]]		*[[Outlook Integration FAQ#Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?\|Is there any risk involved in synchronizing private data, such as Appointments, Contacts, or Tasks?]]
	**[[Outlook Integration FAQ#Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?\|Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?]]		*[[Outlook Integration FAQ#Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?\|Does the Commit-Outlook Sync module also sync recurring items from CommitCRM?]]
	**[[Outlook Integration FAQ#What is the difference between syncing with Outlook and importing from Outlook?\|What is the difference between syncing with Outlook and importing from Outlook?]]		*[[Outlook Integration FAQ#What is the difference between syncing with Outlook and importing from Outlook?\|What is the difference between syncing with Outlook and importing from Outlook?]]

	===Outlook-Sync - Advanced Use===		===Outlook-Sync - Advanced Use===
	**[[Outlook Integration FAQ#Can the Outlook Sync be automatically activated?\|Can the Outlook Sync be automatically activated?]]		*[[Outlook Integration FAQ#Can the Outlook Sync be automatically activated?\|Can the Outlook Sync be automatically activated?]]
	**[[Outlook Integration FAQ#Can I change which Outlook folder is being synchronized with CommitCRM?\|Can I change which Outlook folder is being synchronized with CommitCRM?]]		*[[Outlook Integration FAQ#Can I change which Outlook folder is being synchronized with CommitCRM?\|Can I change which Outlook folder is being synchronized with CommitCRM?]]
	**[[Outlook Integration FAQ#Can CommitCRM synchronize with Outlook Business Contact Manager?\|Can CommitCRM synchronize with Outlook Business Contact Manager?]]		*[[Outlook Integration FAQ#Can CommitCRM synchronize with Outlook Business Contact Manager?\|Can CommitCRM synchronize with Outlook Business Contact Manager?]]
	**[[Outlook Integration FAQ#How can I sync CommitCRM with Outlook®/Exchange folder?\|How can I sync CommitCRM with Outlook®/Exchange folder?]]		*[[Outlook Integration FAQ#How can I sync CommitCRM with Outlook®/Exchange folder?\|How can I sync CommitCRM with Outlook®/Exchange folder?]]
	**[[Outlook Integration FAQ#How can I sync other user's Outlook folders?\|How can I sync other user's Outlook folders?]]		*[[Outlook Integration FAQ#How can I sync other user's Outlook folders?\|How can I sync other user's Outlook folders?]]

	<br>		<br>
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	*[[Syncing Accounts with Outlook]]		*[[Syncing Accounts with Outlook]]

	~~[[Category:KB\|FAQ]]~~
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Commit-Outlook Sync]]		[[Category:Commit-Outlook Sync]]
	__NOTOC__		__NOTOC__