Sync with OutLook:

On the Tools menu, select Sync. with Outlook or click on Sync Icon on the Tool Bar, opens a Sync with outlook window.

Click on the Options… and select the Sync. Action viz. Synchronize or Merge (cBizOne overwrites Outlook) or Merge (Outlook overwrites cBizOne).

If syncing for the first time with OutLook choose Merge (cBizOne overwrites Outlook) and make sure no contact records exists in OutLook. If you choose Merge (Outlook overwrites cBizOne) then make sure no contact records exists in cBizOne.

After the first time it defaults to Synchronize and it will sync the data from OutLook to cBizOne and from cBizOne to OutLook, so any updates or new records created will be synced with both the applications.

From OutLook you can sync with other PDA's.

Map cBizOne Entity Name to Outlook: This field information is used by the cBizOne application to represent if it is a contact or a consultant record for syncing. You can map it to any field in OutLook by selecting the dropdown box.

 To Synchronize Contacts

• Select Sync. Contacts, and then select Contact Categories (All or Selected) and click OK.
• Click on Synchronize button to sync the contacts.
• Displays the result Added, Updated and Deleted.
• Click Close to exit.

 To Synchronize Consultants

• Select Sync. Consultants, Consultant Categories (All or Selected) and click OK.
• Click on Synchronize button to sync the Consultants.
• Displays the result Added, Updated and Deleted.
• Click Close to exit.