Adding Contacts from Microsoft Outlook to Infor CRM

To add contacts from MicrosoftOutlook to InforCRM, you must first create and configure a contact sync group in InforCRM and set the contact sync options.

If a contact does not exist in InforCRM, then:

• A new contact is created in Infor CRM.
  • If a matching account (company name) exists in InforCRM, then the new contact is associated with the existing account.
  • If more than one matching account exists in InforCRM, then the new contact is associated with the first account that is found.
  • If a matching account (company name) cannot be found in InforCRM, then a new account is created.
    • The account is created with a type of Prospect, status of Active, owned by "Everyone", and the Account Manager is the user adding the contacts.
    • If the contact does have a company (account) defined, then an account is created in InforCRM using the company name as the account name.
    • If the contact does not have a company (account) defined, then an account is created in InforCRM using the contact's last name and first name.
• The address and phone information is only synchronized with the contact, not the account.
• The contact is added to the contact sync group.
  Note:  This feature may not be available for all users. External integrations must be implemented by the administrator.

To select contacts to synchronize with Infor CRM

• Add the contacts to the folder you designated as the contact sync folder in the Connector Sync Options.