Syncing With Multiple Matching Objects - WorkView Integration for Microsoft Outlook - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Premier

WorkView Integration for Microsoft Outlook
Platform
OnBase
Product
WorkView Integration for Microsoft Outlook
Release
Foundation 23.1
License
Premier

If there is more than one object that matches the e-mail address, complete the following steps to sync a contact with WorkView data for the first time:

CAUTION:

The first time you sync a contact that matches multiple objects, the object that you associate to the contact for syncing purposes will automatically be used to sync the contact during subsequent syncing.

  1. Open the contact and click on the application tab with which you want to sync data.
  2. Click Synchronize. The Choose existing Object dialog is displayed.
  3. Click the Previous Object and Next Object buttons to navigate between matched object to identify the correct object to sync the contact with.
  4. When you find the object you want to sync with, determine the correct values. The values selected for the Final Value column will sync the contact or the object to the preferred value. Use the -> arrow button to use the My Value value, which is the contact's current value. Use the <- arrow button to use the Their Value value, which is the object's current value.
  5. When the Final Value column contains the correct values for the contact, click OK. A message stating Synchronization complete is displayed.
  6. Click OK.