Outlook Synchronization powered by Implicit Sync - How to Sync Tasks


How Does BigContacts Synchronize with Outlook?

The Outlook synchronization module gives the administrator of your account a great deal of flexibility in choosing the level of synchronization that they want for each individual user in your company/team. The administrator can determine what Contacts, Meetings, and Tasks will synchronize from BigContacts into that user's Outlook client.

Enter your synchronization preferences

The main decision point here is to determine whether you want ALL Contacts, Meetings or Tasks to synchronize to that user's Outlook account or just those items that are assigned to that user.

Below is a screenshot from the user profile within your BigContacts account.

Download the Outlook synchronization plugin

After these settings have been reviewed by your administrator you are now ready to download your Outlook synchronization plugin.  One of the great options in the plugin is that you can choose how often you would like to have all of your Contacts, Meetings, and  Tasks synchronize.

Also available here:  https://spaces.hightail.com/receive/EGSfTaMzGx

The BigContacts Outlook synchronization plugin will allow you to synchronize as often as every minute!

Outlook synchronization settings

At BigContacts, its our mission to offer tools that are easier-to-use and more capable than what you will typically find in the CRM market today. We think this new Outlook synchronization plugin does just that and look forward to hearing the feedback from our customers. Below is a brief outline/ overview of what you can do to synchronize each of these key components of your database.

Synchronizing Your Contacts

Whether you are adding a contact in BigContacts or adding a contact in Outlook, it is easy to synchronize between these two applications.

  1. Adding a contact in BigContacts

    The administrator of your account will determine what contacts will synchronize between BigContacts and your individual Outlook client on your PC. Any contacts that are added to your BigContacts account either individually or through a contact  it will be synchronized according to  the rules set by your administrator.

  2. Adding a contact in Outlook If you are adding a new contact into Outlook you will click on the same " New" button that you would normally use.

    add contact in Outlook

    There is only one additional step required from Outlook in order to mark this contact for synchronization to your BigContacts account. You will need to click on  a new button labeled " Sync  Categories" that you will find in your toolbar. This is a new button that will appear as a result of the plug-in.

    Outlook sync categories
    After you press this button a popup will open and you confirm that you wish to synchronize this contact between Outlook and BigContacts. This is a  one time   setting  and you will now be able to keep this contact synchronized between the two applications.

    One thing that you will find throughout the synchronization process is that it is always easier to manage things directly from BigContacts and automatically and works in the background. There are no additional buttons to select to confirm synchronization.

Synchronizing Your Calendar

  1. Scheduling a meeting in BigContacts

    Any meeting that you schedule in BigContacts will automatically synchronize with your Outlook calendar. There is nothing special or no additional steps needed – simply add the meeting and it will synchronize for you.
  2. Scheduling a meeting in OutlookHere again you will select the same "New" button as you have always done to create a new meeting in Outlook.  There is one big limitation that Outlook has that we have compensated for.  Outlook does not associate a meeting directly with a contact in your Outlook database. After entering the meeting details you will again Categories" button that is visible in your Outlook toolbar.  

    Enter a meeting in Outlook
    Sync Outlook meeting to BigContacts

    After the pop-up opens , you will be able to choose the type of contact and select the actual contact name. This will directly associate the meeting with a contact record so that when it synchronizes with your BigContacts account it will properly link the meeting to the contact record for you. 
    Link a meeting to a contact record

Synchronizing Your Tasks

  1. Assigning a task in BigContactsAny task that you schedule in BigContacts will automatically synchronize with your Outlook calendar. There is nothing special or no additional steps needed – simply add the task and it will synchronize for you.
  2. Assigning task in OutlookOutlook has the same limitations here as with meetings.  Tasks are not able to be assigned directly to a contact in the Outlook database. We offer the same workaround for this Outlook limitation as we do for meetings. You will follow the same steps as noted above and your task will be associated with the proper contact record in your BigContacts.

Synchronizing Your Email

BigContacts has always offered the ability to automatically capture and store all your communication in each of your contact records. We offer a unique feature that we call our "Custom Email" that will  work with any email provider. There is simply a one-time setup on your part and we do the rest going forward.

If for some reason, you have chosen not to use this automated email capture you can still selectively choose emails from your Outlook inbox and send them into the appropriate contact record as needed.  This is a great way to insert important emails into the history of a  given contact record -  making them easily as opposed to any team member that would access this contact record in BigContacts.

From your Outlook email inbox , you will simply right click on the email that you want to add to a context history. When you do this you will see the option to "Upload Email".  After selecting this you will see the familiar pop up where you can then select the contact record that you wish to send and store these emails in. You can even select multiple emails at one time sending them to a given contact record. It's that simple! 

© 2005 - 2024 ProProfs
add chat to your website