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CRM Outlook Company data mapping

 
 
Pmartin16
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      25th Feb 2009
In my CRM Contact I have created a custom attribute called 'Company'. I
would like this to automatically sync with the 'Company' field in the Outlook
contact when the user clicks "track in CRM". Is this possible?
 
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Judy Gleeson \(MVP Outlook\)
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      26th Feb 2009
I think you need to go ask the add-in software company that you are
referring to.

Regards

Judy Gleeson
MVP Outlook

www.judygleeson.com
www.deskdoctors.com

Are you sick of bad email practice? Get a copy of my paper "Implementing
Email Policy" from the Desk Doctors website.
"Pmartin16" <(E-Mail Removed)> wrote in message
news:5F841305-35A7-4054-9C43-(E-Mail Removed)...
> In my CRM Contact I have created a custom attribute called 'Company'. I
> would like this to automatically sync with the 'Company' field in the
> Outlook
> contact when the user clicks "track in CRM". Is this possible?



 
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Pmartin16
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      3rd Mar 2009
I don't have an add-in software. Is there one available that would take care
of this?

"Judy Gleeson (MVP Outlook)" wrote:

> I think you need to go ask the add-in software company that you are
> referring to.
>
> Regards
>
> Judy Gleeson
> MVP Outlook
>
> www.judygleeson.com
> www.deskdoctors.com
>
> Are you sick of bad email practice? Get a copy of my paper "Implementing
> Email Policy" from the Desk Doctors website.
> "Pmartin16" <(E-Mail Removed)> wrote in message
> news:5F841305-35A7-4054-9C43-(E-Mail Removed)...
> > In my CRM Contact I have created a custom attribute called 'Company'. I
> > would like this to automatically sync with the 'Company' field in the
> > Outlook
> > contact when the user clicks "track in CRM". Is this possible?

>
>
>

 
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Brian Tillman [MVP - Outlook]
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      3rd Mar 2009
"Pmartin16" <(E-Mail Removed)> wrote in message
news:E33922FE-B725-42AD-A2E7-(E-Mail Removed)...

>I don't have an add-in software. Is there one available that would take care
> of this?


You must have or you wouldn't be seeing "CRM"
--
Brian Tillman [MVP-Outlook]

 
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Pmartin16
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      3rd Mar 2009
Well I have CRM 4.0 for Outlook. I would like to map the Company field in an
Outlook contact to a custom CRM field. Is there a way to do this? Sorry for
the confusion.

Thanks

"Brian Tillman [MVP - Outlook]" wrote:

> "Pmartin16" <(E-Mail Removed)> wrote in message
> news:E33922FE-B725-42AD-A2E7-(E-Mail Removed)...
>
> >I don't have an add-in software. Is there one available that would take care
> > of this?

>
> You must have or you wouldn't be seeing "CRM"
> --
> Brian Tillman [MVP-Outlook]
>
>

 
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