Adding contacts from Sage CRM to Outlook

You must flag the Sage CRM contacts that you want to synchronize with Outlook.

1. Click My CRM | Contacts.
2. Click Add Contacts and search for the contacts you want to add to Outlook.
3. Select the required contacts. You can use Select/Deselect All to select all returned contacts. Click any subject heading except Remove Contact to sort contacts.
4. Click Add Contacts.
5. To add a specific group of contacts, click Add Group Of Contacts and click the group.
6. You can open a person record and click Add to My Contacts to add the person to the Contacts tab.
7. Click Sync on the Outlook ribbon to synchronize the contacts to Outlook. For more information, see Classic Outlook Integration menu options. If any conflicts occur during synchronization, a dialog box is displayed allowing you to review the conflicts. Alternatively, wait until the next automatic synchronization.
8. In Outlook, click the Contacts folder and verify that it includes the contacts from Sage CRM. These contacts are tagged with the CRM Contact category. Double-click the contact in Outlook to view the category.

If a synchronized Sage CRM contact shares an address with another person or company, and you change the address in Outlook, the shared address is updated in Sage CRM during contact synchronization.