Selecting Infor CRM SLX Contacts to Synchronize with Microsoft Outlook
By adding contacts to the
contact sync group, changes made to those contacts are synchronized between Infor CRM SLX and Microsoft Outlook, based on the sync
settings. If you remove contacts from the contact sync group, contact synchronization is
stopped and the contact is deleted from Microsoft Outlook. For more information about
specific scenarios, see Contact Synchronization scenarios
Note: You must first create the
contact sync group and configure the integrated application for contact sync.
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To add contacts:
- Open the Contacts list view.
- Select one or more records by pressing the Ctrl or Shift key as you click each item.
- Right-click list view grid and select or from the Task Pane, select , and point to the contact sync group.
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To remove contacts:
- In the Contacts list view, open the contact sync group.
- Find the contacts you want to remove.
- Right-click the list view grid and select .