Sync with OutLook:
On the Tools menu, select Sync.
with Outlook or click on Sync Icon on the Tool
Bar, opens a Sync with outlook window.
Click on the Options…
and select the Sync. Action viz.
Synchronize or Merge (cBizOne overwrites Outlook) or Merge
(Outlook overwrites cBizOne).
If syncing for the first time with OutLook choose Merge
(cBizOne overwrites Outlook) and make sure no contact
records exists in OutLook. If you choose Merge (Outlook
overwrites cBizOne) then make sure no contact records
exists in cBizOne.
After the first time it defaults to Synchronize and it
will sync the data from OutLook to cBizOne and from cBizOne
to OutLook, so any updates or new records created will
be synced with both the applications.
From OutLook you can sync with other PDA's.
Map cBizOne Entity Name to Outlook:
This field information is used by the cBizOne
application to represent if it is a contact or a consultant
record for syncing. You can map it to any field in OutLook
by selecting the dropdown box.
To Synchronize Contacts
- Select Sync. Contacts, and then select Contact Categories
(All or Selected) and click OK.
- Click on Synchronize button to sync
the contacts.
- Displays the result Added, Updated and Deleted.
- Click Close to exit.
To Synchronize Consultants
- Select Sync. Consultants, Consultant Categories (All
or Selected) and click OK.
- Click on Synchronize button to sync
the Consultants.
- Displays the result Added, Updated and Deleted.
- Click Close to exit.
