Adding contacts from Microsoft Outlook to Infor CRM SLX

To add contacts from Microsoft Outlook to Infor CRM SLX, you must first create and configure a contact sync group in Infor CRM SLX and set the contact sync options.

If a contact do not exist in Infor CRM SLX:

• A new contact is created in Infor CRM SLX.
  • If a matching account (company name) exists in Infor CRM SLX, the new contact is associated with the existing account.
  • If more than one matching account exists in Infor CRM SLX, the new contact is associated with the first account that is found.
  • If a matching account (company name) cannot be found in Infor CRM SLX, 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 do have a company (account) defined, an account is created in Infor CRM SLX using the company name as the account name.
    • If the contact do not have a company (account) defined, an account is created in Infor CRM SLX using the contact 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 is not be available for all users. External integrations must be implemented by the administrator.