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Sync - Outlook

Last post 07-30-2009, 3:43 PM by Dale Richter. 1 replies.
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  •  07-30-2009, 3:30 PM 1963

    Sync - Outlook

    How to export groups of contacts (created by a user to create a list of contacts/accounts to sync with a oulook folder named SLX) in ones personal outlook?  

     

  •  07-30-2009, 3:43 PM 1964 in reply to 1963

    Re: Sync - Outlook

    If you create a group of contacts in SalesLogix called SyncSalesLogix, you can then sync that group to Outlook. The text below is directly from the SalesLogix help file.

    The HELP menu can be of great assistance and has many great details.

    1. On the Tools menu, click Options.

    2. Click the Outlook Synchronization or Intellisync Preferences tab.

    3. In the Sync Configuration area, if the Contact Sync Group shows as <none>, click New and do one of the following:

    • Name the group SyncSalesLogix, and then click OK.

    • If the SyncSalesLogix group already exists, on the Contact Sync Group dialog box, click Choose Group. In the Please select a Contact group dialog box, select SyncSalesLogix from the list, and then click OK.

     Dale Richter

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