Outlook

We recommend that users connect to the same site each time they use the SyteLine add-in for Microsoft Outlook. Users can change the setup to point to a different configuration; however, this can cause duplicate contacts in Outlook, because the row pointer of the contact record is different in different SyteLine databases. There are cases where switching sites can be useful; for example, you could copy SiteA contacts into Outlook, and then copy those contacts from Outlook into SiteB.

(Cloud only) As part of the setup for the Excel and Outlook Add-ins, you must specify a Web Client URL and/or an End Point URL. Infor provides these URLs in an email to you when your tenant is set up.

For more information about the Outlook Add-in, see the Infor SyteLine Microsoft Office Integration User Guide.