Outlook Sync - Revision history

Dina at 13:18, 8 July 2020

2020-07-08T13:18:49Z

Dina at 10:47, 24 May 2020

2020-05-24T10:47:25Z

← Older revision		Revision as of 10:47, 24 May 2020
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	In the '''Outlook Options''' window, select the '''Accounts''' tab to set the Account sync options:		In the '''Outlook Options''' window, select the '''Accounts''' tab to set the Account sync options:

	[[File:~~Commit_setup_guide_outlook_sync_accounts~~.~~gif~~\|center]]		[[File:setup_guide_outlook_sync_accounts.png\|center]]

	#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more		#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more
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	In the Outlook Options window, select the Appointments tab to set the Appointments sync options:		In the Outlook Options window, select the Appointments tab to set the Appointments sync options:

	[[File:~~Commit_setup_guide_outlook_sync_appointments~~.~~gif~~\|center]]		[[File:setup_guide_outlook_sync_appointments.png\|center]]

	#Select the '''Synchronize Appointments''' box in order to activate synchronization between Outlook and CommitCRM Appointments.		#Select the '''Synchronize Appointments''' box in order to activate synchronization between Outlook and CommitCRM Appointments.
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	In the Outlook Options window, select the Tasks tab to set the Tasks sync options:		In the Outlook Options window, select the Tasks tab to set the Tasks sync options:

	[[File:~~Commit_setup_guide_outlook_sync_tasks~~.~~gif~~\|center]]		[[File:setup_guide_outlook_sync_tasks.png\|center]]

	#Check the '''Synchronize Tasks''' box in order to activate the Appointments synchronization.		#Check the '''Synchronize Tasks''' box in order to activate the Appointments synchronization.

Dina at 16:22, 21 March 2020

2020-03-21T16:22:18Z

Dina: Dina moved page Commit-Outlook Sync to Outlook Sync

2020-03-21T16:04:56Z

Dina moved page Commit-Outlook Sync to Outlook Sync

← Older revision	Revision as of 16:04, 21 March 2020
(No difference)

Dina: /* Click here for Troubleshooting */

2020-03-21T15:44:34Z

Click here for Troubleshooting

← Older revision		Revision as of 15:44, 21 March 2020
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	# To perform the sync automatically in the background, see [[Commit-Outlook_Sync#Automatic_Sync\|Automatic Sync]].		# To perform the sync automatically in the background, see [[Commit-Outlook_Sync#Automatic_Sync\|Automatic Sync]].

	==[[~~Commit-~~Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==		==[[Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==
	For CommitCRM-Outlook Sync troubleshooting [[Outlook_Sync_Troubleshooting\|click here]].		For CommitCRM-Outlook Sync troubleshooting [[Outlook_Sync_Troubleshooting\|click here]].

Dina: /* Click here for Troubleshooting */

2020-03-21T15:44:19Z

Click here for Troubleshooting

← Older revision		Revision as of 15:44, 21 March 2020
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	==[[Commit-Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==		==[[Commit-Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==
	For CommitCRM-Outlook Sync troubleshooting [[~~Commit-~~Outlook_Sync_Troubleshooting\|click here]].		For CommitCRM-Outlook Sync troubleshooting [[Outlook_Sync_Troubleshooting\|click here]].

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

Dina: /* See Also */

2020-03-21T15:42:36Z

Dina: /* See Also */

2019-08-01T09:37:48Z

Dina at 09:30, 1 August 2019

2019-08-01T09:30:17Z

← Older revision		Revision as of 09:30, 1 August 2019
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	*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]		*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]
	*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]		*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]
			*[[Office 365 Sync]]
	[[Category:Setup]]		[[Category:Setup]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]

Dina at 14:38, 19 December 2016

2016-12-19T14:38:58Z

← Older revision		Revision as of 14:38, 19 December 2016
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	*[[Outlook Integration FAQ]]		*[[Outlook Integration FAQ]]
	*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]		*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]
	*[[KB:_Outlook_Sync_Utility\|		*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]
	[[Category:Setup]]		[[Category:Setup]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]

← Older revision		Revision as of 15:44, 21 March 2020
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	# To perform the sync automatically in the background, see [[Commit-Outlook_Sync#Automatic_Sync\|Automatic Sync]].		# To perform the sync automatically in the background, see [[Commit-Outlook_Sync#Automatic_Sync\|Automatic Sync]].

	==[[~~Commit-~~Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==		==[[Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==
	For CommitCRM-Outlook Sync troubleshooting [[Outlook_Sync_Troubleshooting\|click here]].		For CommitCRM-Outlook Sync troubleshooting [[Outlook_Sync_Troubleshooting\|click here]].

← Older revision		Revision as of 15:42, 21 March 2020
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	==See Also==		==See Also==
	*[[~~Commit-~~Outlook Sync Troubleshooting\|CommitCRM-Outlook Sync Troubleshooting]]		*[[Outlook Sync Troubleshooting\|CommitCRM-Outlook Sync Troubleshooting]]
	*[[Outlook Integration FAQ]]		*[[Outlook Integration FAQ]]
	*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]		*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]

← Older revision		Revision as of 16:22, 21 March 2020
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	*You can allow other users to sync information for you between CommitCRM and an <u>Exchange Server</u>. This is useful when traveling outside of the office and using PDAs to keep updated.		*You can allow other users to sync information for you between CommitCRM and an <u>Exchange Server</u>. This is useful when traveling outside of the office and using PDAs to keep updated.

	To configure the CommitCRM-Outlook Sync settings, in CommitCRM go to the '''Tools > Options > Outlook tab'''.<br>The settings in this window should be defined for each entity you wish to sync: [[~~Commit-~~Outlook Sync#Syncing Accounts\|Accounts (contacts in Outlook)]], [[~~Commit-~~Outlook Sync#Syncing Appointments\|Appointments]] and [[~~Commit-~~Outlook Sync#Syncing Tasks\|Tasks]].		To configure the CommitCRM-Outlook Sync settings, in CommitCRM go to the '''Tools > Options > Outlook tab'''.<br>The settings in this window should be defined for each entity you wish to sync: [[Outlook Sync#Syncing Accounts\|Accounts (contacts in Outlook)]], [[Outlook Sync#Syncing Appointments\|Appointments]] and [[Outlook Sync#Syncing Tasks\|Tasks]].

	==Syncing Accounts==		==Syncing Accounts==
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	The CommitCRM-Outlook Sync can be configured to be automatically activated via the the Auto-Sync option.		The CommitCRM-Outlook Sync can be configured to be automatically activated via the the Auto-Sync option.

	The Auto-Sync option sets the system to automatically synchronize with Outlook® at a selected interval. This option can be used to synchronize your own data (contacts, appointments and tasks) or those sync your data together with other CommitCRM users (see [[~~Commit-~~Outlook_Sync#Syncing_Other_Users_Data\|Syncing Other Users Data]]).		The Auto-Sync option sets the system to automatically synchronize with Outlook® at a selected interval. This option can be used to synchronize your own data (contacts, appointments and tasks) or those sync your data together with other CommitCRM users (see [[Outlook_Sync#Syncing_Other_Users_Data\|Syncing Other Users Data]]).

	To set the application to automatically sync your data with Outlook:		To set the application to automatically sync your data with Outlook:
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	Once the Auto-Sync option is activated, the menu option will appear as "Auto Sync - Active".		Once the Auto-Sync option is activated, the menu option will appear as "Auto Sync - Active".

	Syncing other users data requires some additional setup steps. See more details on syncing other users data in [[~~Commit-~~Outlook_Sync#Syncing_Other_Users_Data\|Syncing Other Users Data]].		Syncing other users data requires some additional setup steps. See more details on syncing other users data in [[Outlook_Sync#Syncing_Other_Users_Data\|Syncing Other Users Data]].

	{\| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"		{\| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"
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	# Make sure your system administrator provides full access rights to the public Outlook® folders on your Exchange Server, so any user can synchronize those folders.		# Make sure your system administrator provides full access rights to the public Outlook® folders on your Exchange Server, so any user can synchronize those folders.
	# Login to CommitCRM with any user and sync for all users from '''Tools > Synchronize Outlook > Sync Other Users Data'''.		# Login to CommitCRM with any user and sync for all users from '''Tools > Synchronize Outlook > Sync Other Users Data'''.
	# To perform the sync automatically in the background, see [[~~Commit-~~Outlook_Sync#Automatic_Sync\|Automatic Sync]].		# To perform the sync automatically in the background, see [[Outlook_Sync#Automatic_Sync\|Automatic Sync]].

	==[[Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==		==[[Outlook_Sync_Troubleshooting\|Click here for Troubleshooting]]==

← Older revision		Revision as of 09:37, 1 August 2019
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	*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]		*[[KB:_Automatic_Outlook_Sync\|Automatic Outlook Sync]]
	*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]		*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]
	*[[Office 365 Sync]]		*[[Office 365 Sync\|Office 365 Calendar Sync for CommitCRM]]
	[[Category:Setup]]		[[Category:Setup]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]