Outlook Synchronization - How to Sync Meetings
Entering Meeting in BigContacts
- Enter the meeting in BigContacts through the calendar.
Entering Meeting in Outlook
1) While in your Outlook calendar, click on the " New" button.
2) Fill out basic meeting information including Subject, Location, Start time, End time, and Meeting details.
3) In order to mark the Meeting as a "Sync Event" you must click on the "Sync Categories" button.
4) To LINK the Meeting to a specific contact record in BigContacts
After you select the Type of Contact (Business or Individual) you will then use the second field (shown as ac a
Important Note: The picklist only shows the first 100 or so contacts so simply place your cursor into the "Contact Name" field and start typing the name of the contact until it
6) After the Contact name
7) If you have the Outlook Sync settings to automatically sync within a certain amount of minutes the Task will sync on the next sync cycle, otherwise you can click on the " Sync Now" button to sync immediately.
8) Make sure "Appointments" is checked off and then click on the " Sync Now" button
Deletions: If you DELETE a meeting in BigContacts, the contact will be removed from Outlook. If you, however,