Outlook Changes

For ChannelCRM to keep track on what appointment in Outlook correspond to what activity in ChannelCRM, what e-mails has been scanned and other things, a feature in Outlook called UserProperties is used.

E-mails

When e-mails are scanned by ChannelCRM they are assigned a value CCRMID = 1 in cases where the e-mail is matched with a contact in ChannelCRM and the e-mail as a result is copied to the document folder. A value of CCRMID = 0 is assigned in cases where the e-mail is scanned, but no match with any contact in the database is found.

Appointments

Appointments kept in sync with activities are assigned a CCRMID value equal to the internal key for the ChannelCRM activity. These key values are incremented from 1 - each new activity gets a new key.

Contacts

Contacts in Outlook are assigned a CCRMID value equal to the internal key for the contact in the ChannelCRM database.

The CCRMID's in Outlook are under normal conditions handled automatically. You do not need to bother.

If - for any reason - you want to investigate the keys in Outlook, you can do so by rearranging the relevant list i Outlook. Add a field from the list of UserDefined fields. The field (look below though) is there already if you have synced before and it is named "CCRMID".

Notes on Outlook2003

For reasons unknown to us Outlook2003 in some cases "refuses" to add a UserProperty at the folder level. This hinders the correct sync between ChannelCRM and Outlook.

To solve this you have to add the field by hand for each of the folders in Outlook you plan to keep synced.

Right-click the column header - select Customize custom view.

Select Fields

Select User defined fields

Select new field, type CCRMID (capital letters), type Number and click OK
 

Page url: http://www.channelcrmhelp.com/index.html?net_outlook_ccrmid.htm