Siebel Applications Administration Guide > Contacts >

Adding a Contact to a Synchronization List

A contact can be added to a list for synchronization with a personal information manager (PIM), for example, Microsoft Outlook, using Siebel Server Sync. For more information about synchronizing contacts, see Siebel Server Sync Guide.

To add a contact to a sync list

1. Navigate to the Contacts screen, then the Contacts List view.
2. In the Contacts list, drill down on the Last Name field of the contact to add to the sync list.
3. Navigate to the More Info view.
4. In the More Info form, click the cogwheel icon, and select Add to Sync List.

   A check mark appears in the Sync check box of the More Info form.

   You can also add a contact to a different sync list by selecting the contact in the Sync List field of the More Info form.

Removing a Contact From a Synchronization List

Complete the following procedure to remove a contact from the sync list.

To remove a contact from a sync list

1. Navigate to the Contacts screen, then the Contacts List view.
2. In the Contacts list, drill down on the Last Name field of the contact to remove from the sync list.
3. Navigate to the More Info view.
4. In the More Info form, click the cogwheel icon, and select Remove from Sync List.

   The check mark is removed from the Sync check box in the More Info form.