Email Sync Options

Select email sync options for Outlook integration.

1. Open Outlook.
2. Click the arrow next to the Sync Email button and select Sync Settings.
3. Click the Sync Email tab.
4. Select options.

   Sync Email Tab

   Field	Description
   Allowed Record Types for Email Sync	This section contains check boxes for selecting the types of records that are allowed for email synchronization. All check boxes are selected by default. Email is always synchronized one way from Outlook to B2C Service.
   Organization	Select to append email data from Outlook to the B2C Service organization record associated with the contact that has the same email address as the selected email.
   Contact	Select to append email data from Outlook to the B2C Service contact record with the same address as the selected email.
   Opportunity	Select to append email data from Outlook to one or more opportunities in B2C Service for the contact associated with the email address.
   Incident	Select to append email data from Outlook to one or more incidents in B2C Service for the contact associated with the email address. Then select one of the following options to designate how the email should be appended to records in B2C Service: Customer Entry, Response, or Private Note. The Customer Entry option is selected by default.
   Auto Sync Events	This section contains options for selecting when you want to sync email.
   Attempt Sync When Saved	Select to append email data from Outlook to B2C Service when an email is saved in Outlook.
   Attempt Sync When Open	Select to append email data from Outlook to B2C Service when an email is opened in Outlook.
   Sync On Demand Only	Select to append email data from Outlook to B2C Service only when Sync Email on the Outlook toolbar is clicked. This option is selected by default.

5. Click OK to save the email sync settings and close the Sync Settings window.