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Selecting Contacts and Employees for Synchronization

When you synchronize your PIM with a Siebel application, you can select a query to specify the data you want synchronized. You can select one of the Siebel predefined queries or select a query that was created by your administrator. One of the queries you can use is My Sync List, which synchronizes those contacts and employees you have selected for synchronization. You specify the contacts and employees you want to synchronize in your Siebel application by adding them to a Sync List. Then when you synchronize your PIM, select the My Sync List query and only those contacts and employees you have added will be synchronized.

NOTE:  The My Sync List for the Employees view must be created by your system administrator.

Complete the following procedure for each contact or employee you want to synchronize to your PIM.

To add a contact or employee to the Sync List

  1. In the Contacts or Employees screen, select the record of the contact or employee.
  2. Click the menu button, and then click Add to Sync List.

    3. Your user ID is added to the Sync List field and the Sync check box is checked.

    NOTE:  You can remove a contact or employee from your Sync List. If you do, the next time you synchronize, the contact or employee will not be exported to your PIM.

To remove a contact or employee from the Sync List

  1. In the Contacts or Employees screen, select the record of the contact or employee.
  2. Click the menu button, and then click Remove from Sync List.

    3. Your user ID is deleted from the Sync List field and the Sync check box is cleared.


 Fundamentals 
 Published: 14 August 2003