MAPPING CONTACTS FIELDS - OUTLOOK SYNC.

I have a case where the Outlook Sync wasn't setup correctly, so instead of "Full job title" being synced to "Job title" field in Outlook, it populates "Prefix" field. There are simply too many contacts to fix manually.

Is there a quick way to fix this issue? Where can I access mapping criteria for Creatio-Outlook synchronization?

 

Thanks,

Kavian

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Hi Kavian, 

Could you please bring more details here?

We've tested it with our demo instance and Outlook 2016 wih all the defalut fileds in a Contact card.

Name and Full job title were filled in in Creatio and here's the result in Outlook:

Maybe, you have some custom fields in Outlook?

Thank you.

Bohdan Zdor,

 Thanks, 

For example, since originally the client has populated "Title" field, instead of "Full job title", contacts in Outlook are synced with "Title" value as salutation. However, this was wrong and now, if we remove the value of the "Title" field in Creatio, the salutation in Outlook remains untouched. This is however, the exchange synchronization triggered after updating the contact record:

 

Bohdan Zdor,

Another question,

Is there any workaround to allow all users sync contacts to Outlook, despite the owner of the record?

Hi Kavian,

 

Unfortunately, it's not possible to use sync with Outlook functionality when you're not the owner of a contact. We've passed this information to our R&D to implement such functionality in future releases.

Thank you.

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