Syncing With No 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 no object that matches the e-mail address of a contact, a user will be prompted to create a new WorkView object with data corresponding to the contact. To sync a contact with no matching WorkView object, Complete the following steps to sync a contact with WorkView data for the first time:

  1. Open the contact and click on the application tab with which you want to sync data.
  2. Click Synchronize. A message asking Would you like to create a new Object for the current Contact? is displayed. Click Yes to create a new WorkView object. Click No if you do not want to create a WorkView object.
  3. Upon clicking Yes, a WorkView object is created and a message stating Synchronization complete. is displayed.
  4. Click OK.