Siebel Server Sync Guide > Using Siebel Server Sync for Microsoft Exchange Server >

About Using SSSE with Contact Records

The SSSE administrator sets the synchronization level for contact records to either Full Sync, Export Only, or None. The SSSE administrator sets business contacts synchronization levels.

Contacts in Outlook are presumed to be business contacts unless the Private Flag is checked. A user can change a contact from personal to business in Outlook by clearing the Private Flag. It is not possible to change a contact from business to personal in the Siebel application.

Contacts are synchronized from the Siebel application to Microsoft Exchange only if the user uses the Add To Sync List command to request that the contact record is synchronized. The Add To Sync List command adds the current user to the Sync List MVG field for the selected record. For additional information, see Enabling and Disabling Contact Records for Synchronization. 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.

SSSE applies the following rules when synchronizing contact records:

• For successful synchronization of business contact records that have either account information or Business Address information, when synchronizing from Microsoft Exchange to a Siebel application, the contact information must include both an Account Name and an Account Location.
• If an SSSE user has multiple positions in the Siebel application, then contacts are synchronized with the user's primary position.
• If a new account is added to a business contact in Microsoft Outlook, then that account is made the primary account for that contact when the record is synchronized with Siebel Business Applications. Any accounts previously associated with that contact remain associated but are not primary.
• If a new business address is added to a business contact record in Microsoft Outlook, then that business address is made the primary business address for that contact when the record is synchronized with Siebel Business Applications. 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 record in Microsoft Outlook, then that personal address is made the primary personal address for that contact when the record is synchronized with Siebel Business Applications. Any personal addresses previously associated with that contact remain associated but are not primary.

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

For more information about using SSSE with contacts records, see the following topics. These topics are applicable to the My Contacts view, and they assume that synchronization for the Contacts domain is set to Full Sync.

• Enabling and Disabling Contact Records for Synchronization
• About Creating, Modifying, or Deleting a Contact
• About Adding an Attachment to a Contact
• Creating a Personal Contact
• Account-to-Contact Relationships
• About Changing Contact Domains
• Synchronization of Contact Phone Numbers