IMPORTANT: If you choose to use a different folder than the default option in the Folder selection area on the Contacts, Calendar, or Task tabs, it is required to define that custom folder path at the system where the profile will be used. ○ Field Mapping defines mapped fields so GoldMine can place data in the corresponding Outlook fields. ○ Deletions defines how deletions synchronize between GoldMine and Outlook.
NOTE: You can change the information displayed in the Outlook activity Subject line of a retrieved GoldMine activity by editing the GoldSync.ini file (see Adding Macros to the GoldSync.ini File). ○ General defines the telephone extension separator, record modification tolerance, duplicate activity checking by Outlook ID number, synchronizing RSVP, and using categories for activities in Outlook. Click the following tabs to set options for the following areas: Select Synchronize Calendar Items to send or retrieve calendar information.Ĭlick the Advanced button to define the Advanced Options for synchronization. Select Synchronize Contact Items to send or retrieve contact information. ○ Retrieve only: To GoldMine from Outlook: Retrieves data from Outlook to GoldMine, but does not send data from GoldMine to Outlook. ○ Send Only: To Outlook from GoldMine: Sends data from GoldMine to Outlook, but does not retrieve data from Outlook to GoldMine. ○ Send and retrieve: To/From Outlook: Sends and retrieves data between GoldMine and Outlook. On the Outlook Synchronization Options dialog box, select a send and retrieve options: The Outlook Synchronization Options dialog box appears.
Office 365 outlook 2016 sync issues series#
The GoldMine Process A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. If you select Sync using the settings of the following Profile, select Finish. Select a saved profile from the drop-down list. ○ Sync using the setting of the following Profile. If you selected Start a new session, click Next and continue to the Outlook Synchronization Options dialog box. Configure settings for a new synchronization session. The GoldMine Outlook Synchronization Wizard opens. Select the Choose what to synchronize, using the Outlook Sync Wizard option.Ĭlick the Synchronize now button. The Outlook Synchronization dialog box opens. Open the Tools menu and select Synchronize > Synchronize with Outlook. To Manually Synchronize Now with Outlook 1. ■ If you want to select what to synchronize, select the Choose what to synchronize, using the Outlook Sync Wizard and then click Synchronize now (see To Manually Synchronize Now with Outlook). ■ If you want to use the setting from the Outlook integration, select the Use the settings for the Outlook Integration option. ■ If you want synchronization to occur automatically with GoldMine, check the Automatically synchronize with Outlook box. If you want synchronization to occur automatically with GoldMine, check the Automatically synchronize with Outlook box.
Office 365 outlook 2016 sync issues update#
The Outlook Synchronization A proprietary remote synchronization process that can update one GoldMine system with new or changed information that has been entered in another GoldMine system. Select Tools > Synchronize > Synchronize with Outlook. NOTE: Outlook must be installed on the synchronizing workstation. IMPORTANT: Some Outlook synchronization settings must be defined at the local workstation. Synchronize data between GoldMine and Microsoft Outlook.Īfter creating at least one synchronization profile, configure the Server Agents Administrator to automatically synchronize GoldMine and Outlook regularly. Configuring Synchronization with Microsoft Outlook
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