Associating new Outlook-Generated Calendar items with Act! Contacts
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· | Contact Link. You can link a contact to an Outlook calendar item. 123 Sync will search the links and find the correct contact. This only works if you are synching contacts and calendar.
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· | The Outlook Recipient List. Here, the Outlook calendar item has a recipient list of whom is part of the appointment. This is usually true when the appointment is Email generated (like an appointment invitation) and then it is created in Outlook with all the recipients. 123 Sync will go through the recipient list and match their email addresses to the Act! contacts. Note: every individual on the recipient list must have an email address.
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· | The Location Field: Using the Contact Names. You can enter the list of the recipients on the location field. Note, the recipients must be delimited by parenthesis. For example: (Betty Browser, Chris Huffman) . 123 Sync will scan the recipients on this field and match the Appointment to the contacts listed.
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· | The Location Field: Using the Email Address. The same way as with the contact names, you can also use email addresses to identify with whom the meeting is scheduled with. For Example, (Betty Browser, Chris@huffman.com)
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