- SFO Contact sync w/ Outlook Contact Categories
- Posted by Carroll Little on May 23rd, 2005
In MS Outlook, and single Contact may be associated with several Categories
(the "Categories" button along the bottom right of a standard Outlook contact
form). If a Contact has several Categories listed, how do these category
values map into CRM when they are imported?
Because of the present architecture of CRM, it would seem that there is a
series of boolean fields (yes or no) since a CRM pick list can hold only one
value.
If we decide to continue to use our client's categories for Contacts, can I
control the mapping from Outlook to CRM so that all the Outlook categories
are referenced in the CRM Contact form?
--
Carroll Little
Vis.align, LLC
610-692-3290 x3326
www.visalign.com
- Posted by MattNC on May 23rd, 2005
You can create custom fields in CRM for your Outlook categories and when a
user imports their contacts from Outlook they can choose which categories to
map. However, if you have 4 different categories, you will need to create 4
different custom picklist fields in CRM, since you can't multi-select values
from a picklist.
--
Matt Wittemann
http://icu-mscrm.blogspot.com
"Carroll Little" wrote:
- outlook contact and sync with WM5 (Mobile Devices) by Gostal
- Outlook contact with multiple categories and activesync3.8 (Mobile Devices) by ej
- Multiple Contact Categories in Outlook and Active Sync (Mobile Devices) by E.J.
- Outlook contact categories and activesync 3.8 (Mobile Devices) by E.J.
- Can't sync contact categories (Mobile Devices) by Mel

