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Merge with MS Outlook

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  • You can merge your database contacts with your MS Outlook contacts via the Merge Contacts>CCH Central to Outlook menu option available in MS Outlook. You can also define which changed contact records are merged from the database into MS Outlook. Once you has specified the Contacts folder you want the database contact details merged into, you are presented with the a selection form where you will determine which changed contact records you want to merge into MS Outlook.
  • When you want to merge a specific set of contacts into their MS Outlook folders (rather than the entire contact population), use the contact responsibility values that will have been assigned to the contact records through the Responsibility and/or Team tabs.
 
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