Mapping Outlook contact fields to M3 CLM contact fields

  1. Select System configuration > Outlook integration > Contact settings.
  2. Ensure that these fields are mapped by default:
    • Mobile Phone > Contact.Phone
    • Email1 Address > Contact.Email
    • Company > Account.Name1
    • Department > Contact.Department
    • Job Title > Contact.Title
  3. Select an Outlook contact field to map and select the corresponding M3 CLM contact field.
  4. Click the right arrow to finalize the Outlook-to-CLM contact field mapping.
    To remove the mapped fields, select the record from the Field Mapping table, then click the left arrow button.
  5. Click Save.