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About Using SSSE with Contacts Records

The SSSE administrator sets Contacts synchronization levels to either Full Sync, Export Only, or None. The SSSE administrator sets Personal Contacts and Business Contacts synchronization levels independently. Users can change Personal Contacts to Business Contacts in either the Siebel application or Microsoft Outlook, but users can only change Business Contacts to Personal Contacts in Outlook.

Contacts are synchronized only if the user uses the Add To Sync List command to request that the contact record be synchronized. The Add To Sync List command adds the current user to the Sync List MVG field for the selected record. For Business Contacts, if Visibility is set to Sales Rep, contact records to be synchronized must also be visible in the user's My Contacts list.

For successful synchronization of Business Contacts that have either Account information or Business Address information, when you are synchronizing from Microsoft Exchange to a Siebel application, the contact information must include both an Account Name and an Account Location.

If a SSSE user has multiple positions in the Siebel application, contacts are synchronized to the user's primary position.

If a new account is added to a Business Contact in Outlook, that account is made the primary Account for that Contact when the record is synchronized with the Siebel application. Any accounts previously associated with that Contact remain associated but are not primary.

If a new Business Address is added to a Business Contact in Outlook, that Business Address is made the primary Business Address for that Contact when the record is synchronized with the Siebel application. Any Business Addresses previously associated with that Contact remain associated but are not primary.

If a new Personal Address is added to a Business Contact in Outlook, that Personal Address is made the primary Personal Address for that Contact when the record is synchronized with the Siebel application. Any Personal Addresses previously associated with that Contact remain associated but are not primary.

The following tasks are applicable to both the My Contacts and My Personal Contacts views, and assume that Contacts synchronization is set to Full Sync.

NOTE:  SSSE does not support the synchronization of Microsoft Outlook or Microsoft Exchange Server distribution lists. SSSE can synchronize only individual contacts.

Topics in This Section

Designating Contact Records for Synchronization

Ending Synchronization of Contact Records

Creating, Modifying, or Deleting a Contact

Adding an Attachment to a Contact

Creating a Personal Contact

Account-to-Contact Relationships

Contact Access

Changing Contact Domains

Related Topics

SSSE Synchronization Options