Adding contacts

To add a contact in SyteLine that will be synchronized to Outlook:

  1. In SyteLine, open the Sales Contacts form.
  2. Select Actions > New and fill in the information about the contact: The information in these fields will be synchronized to SyteLine:
    • First Name - required, first 15 characters only
    • Last Name - required, first 15 characters only
    • Middle Initial - optional
    • Job Title - optional
    • E-mail - optional
    • Business Phone - required
    • Home Phone - optional
    • Business Fax - optional
    • Mobile Phone - optional
    • Business Address - optional.
  3. Save the information.
  4. Click the MS Outlook Sync Out button to duplicate the contact information in Microsoft Outlook.
  5. The contact is added to Outlook, and the Contact in SyteLine check box is selected for the contact.