Synchronization setup
Use this function to specify the user preferences for the synchronization of tasks, calls, appointments and contacts between Sage X3 and Outlook.
Prerequisite
Refer to documentation Implementation
Screen management
Header
In the header, select the user for whom you want to set up preferences for the synchronization between Outlook and Sage X3.
User (field SYPUSR) |
User code to which the setup must apply. As a reminder, the user must meet certain conditions so that the synchronization with Outlook is successful.
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Tab Setup
For each X3 event type (Outlook contacts, tasks, calls and appointments) and Outlook event type (contacts, tasks and appointments), specify the actions to be saved during a synchronization: creation, modification and deletion.
Contacts
Create Outlook contact (field COROTKCRE) |
If it is checked, this flag authorizes the creation of Outlook contacts. |
Create X3 contact (field CORADXCRE) |
An Outlook contact represents a temporary data used to store in Sage X3 the information coming from an Outlook contact. Indeed, an Outlook contact is not necessarily a contact known in the database. It can be later on generated as a contact or it can never be transformed into one. It can also be used within the framework of the creations of CRM activities. If it is checked, this flag authorizes the creation of Outlook contacts in Sage X3. |
Update Outlook contact (field COROTKUPD) |
If it is checked, this flag authorizes the update of Outlook contacts. |
Update X3 contact (field CORADXUPD) |
If it is checked, this flag authorizes the update of Outlook contacts in Sage X3 Enterprise. |
Delete Outlook contact (field COROTKDLT) |
If it is checked, this flag authorizes the deletion of Outlook contacts. |
Delete X3 contact (field CORADXDLT) |
If it is checked, this flag authorizes the deletion of Outlook contacts in Sage X3. |
Tasks
Appointments