Synchronizing contacts
If contacts are set to synchronize bi-directionally between Sage CRM, the Sync Engine synchronizes contacts from My CRM | Contacts for users who have been flagged to synchronize. Updates and deletes to linked contacts are synchronized from Exchange to Sage CRM.
Contacts are not shared by Exchange mailboxes, but contacts from many mailboxes can be linked to one person record in Sage CRM. Click Add Contacts to manually add contacts from the Outlook client to Sage CRM.The Lite Outlook Integration Plugin must be installed on the Outlook client to use this functionality.
The table below lists contact field mappings.
|
Outlook/Exchange Field |
Sage CRM Field (Translation) |
Sage CRM Field (Column) |
|---|---|---|
|
Title |
Salutation |
pers_salutation |
|
First |
First Name |
pers_firstname |
|
Middle |
Middle |
pers_middlename |
|
Last |
Last Name |
pers_lastname |
|
Suffix |
Suffix |
pers_suffix |
|
Company |
Company |
comp_name Sage CRM to Exchange sync only. |
|
Job Title |
Title |
pers_title |
|
Web Page Address |
Website |
pers_website |
|
Department |
Department |
pers_department |
|
|
Email Address / Business |
emai_emailaddress / link_persemai |
|
Email 2 |
Email Address / Private |
emai_emailaddress / link_persemai |
|
Street |
Combines Address 1, Address 2, Address 3, and Address 4 |
addr_address1 addr_address2 addr_address3 addr_address4 |
|
City |
City |
addr_city |
|
State/Province |
State |
addr_state |
|
Zip/Postal Code |
Zip Code |
addr_postcode |
|
Country/Region |
Country |
addr_country |
|
Mailing Address |
Default Address |
Check box Sage CRM to Exchange sync only. When a contact is synchronized from Sage CRM to Exchange, the Exchange address that's associated with the default Sage CRM address is set as the Mailing Address. |
|
(Phone numbers) Business |
Phone / Business |
Split across phon_countrycode, phon_areacode, phon_number, where the phon_type = Business. |
|
Business Fax |
Phone / Alternative |
Split across phon_countrycode, phon_areacode, phon_number, where the phon_type = Fax. |
|
Home |
Phone / Home |
Split across phon_countrycode, phon_areacode, phon_number, where the phon_type = Home. |
|
Mobile |
Phone / Mobile |
Split across phon_countrycode, phon_areacode, phon_number, where the phon_type = Mobile. |
|
Pager |
Phone / Pager |
Split across phon_countrycode, phon_areacode, phon_number, where the phon_type = Pager. |
