Classic Outlook Integration menu options

When you install the Classic Outlook Plugin, a Sage CRM ribbon is displayed in Outlook. The ribbon includes a CRM Actions group and a Synchronization group. When you click a button on the ribbon and you are not already logged on to Sage CRM, you're prompted to log on. Enter your Sage CRM username and password and click OK.

The following table explains the CRM Actions group.


CRM Actions group	Description
File Email	Files single or multiple email records with the company or person record in Sage CRM.
Add Contact	Adds the selected Outlook contact to Sage CRM.

The following table explains the Synchronization group.


Synchronization group	Description
Sync	Initiates a synchronization between Sage CRM and Outlook.
View Conflict Log	Displays synchronization conflicts to field-level detail.
View Skipped Items	Displays details about items that were skipped during synchronization. For more information, see Viewing skipped items.
Sync Info Reset	Resets mappings between synchronized contacts, appointments, and tasks to the state they were in after the first synchronization.
Options	Opens the CRM Options screen.
Uninstall	Uninstalls the Sage CRM Outlook Plugin.

The following table explains the fields on the CRM Options screen. To open this screen, click the Options button in the Synchronization group. Alternatively, click Options on the Sage CRM log on screen to open the CRM Options screen.


CRM Options	Description
Server Name	Sage CRM install server name. To change the default port (80), add the alternative port after the server name. For example, JUPITER:1234 [Server Name]:[HTTP port]
Install Name	Sage CRM install name.
Use HTTPS	Uses an HTTPS connection. To change the default HTTPS port (443), add the alternative port after the server name. For example, JUPITER:10443 [Server Name]:[HTTPS port]
Sync Every (mins)	Sets the automatic synchronization interval.
Show Conflicts	Displays Synchronization Conflicts window after each synchronization when in Auto Synch mode (the system administrator sets the automatic synchronization interval).
Warning if sync is to delete more than	Displays a dialog box if more than the specified number of records will be deleted in Sage CRM as a result of a synchronization.