Thursday, January 08, 2009 ..:: Forums ::.. Register  Login
 Forums Minimize
SearchForum Home
     
  Plug-in and Platform Forums  Outlook 2003 Plug-in  Sync contacts, ...
 Sync contacts, everyone
 
remids
10 posts
Joined
11/12/2008

Sync contacts, everyone
Posted: 17 Nov 08 2:37 PM
I apologize if I'm repeating myself, but it seems I can't get an answer except when I start new threads.

Regarding syncronizing contacts - specifically, getting contacts from SplendidCRM down to Outlook.  Is there a "global" setting available a user can turn on to indicate that the user wants all contacts always?  The reason I ask is due to two specific scenarios that are going to be problematic otherwise...

First, we've already got 1600 contacts in our database. That means I'll have to run through 80 pages listing 20 contacts at a time, to select "sync".  My partner will have to do the same.  It's annoying, but not the end of the world.

Second, and a bit more of a problem, is that anytime an employee adds a contact to Splendid, they will have to send my partner and I a note to let us know that we need to go in and select that person to sync, which is easy to forget and an annoyance to do every time.

Can you suggest an alternative to dealing with this?

Thanks,
Remi.
support
2240 posts
1st
Joined
1/3/2006

Re: Sync contacts, everyone
Posted: 17 Nov 08 6:40 PM

No, there is no global flag.

You can change the max records in the admin area to show 2000 per page to show them all.

Do you really need all the contacts in Outlook all the time?  Why not use the CRM instead?

 

remids
10 posts
Joined
11/12/2008

Re: Sync contacts, everyone
Posted: 18 Nov 08 7:33 AM
Because we don't always have access to the CRM when we're out of the office, and we don't use the CRM for email - we use Outlook.
  Plug-in and Platform Forums  Outlook 2003 Plug-in  Sync contacts, ...

Forum Home  Search       

Copyright (c) 2006-2008 SplendidCRM Software, Inc. All Rights Reserved.   Terms Of Use  Privacy Statement
DotNetNuke® is copyright 2002-2009 by Perpetual Motion Interactive Systems Inc.