Problem with Outlook Synchronization

Hi

Another observation is that the manual (which I went through step by step) states you can select whether the Outlook contacts are brought in as Companies/Contacts or Individuals. I have selected Company/Contacts yet they are all brought in as Individuals.

I need some urgent assistance on this as I do not know how to group them now into Companies and Contacts. Seems you can only turn Individuals into Companies. I tried this.. I converted 6 individuals all belonging to the same company into Companies. I then merged them one by one into the main contact. This seems to kind of work as it shows a company with contacts within. But the problem with this is it is both painful and evidently incorrect.

Pls help.

Jay,

This is not a problem that we're familiar with I'm afraid, I would suggest that you talk to the business partner you purchased the software from and see if they can help you with the initial data import.

As for the process of turning individuals into companies, the way you are going about it sounds correct to me.

Jay-

You needed to have done a two-tier import. You will likely have to wipe and start again (or start again with a new DB)

Import your list, but tell it you wish to import "Companies" only (i.e., not contacts or individuals)

Once it completes, you should have all the companies into which the contacts will fit, but no contacts.

Now, do the same thing, but import only "Contacts". They will be inserted into the Company records.

NB: Do both functions with the same data set. If you have multiple people working for "ACME Corp", the first step will create the company (and ignore the remaining entries) and the second step will import all the users.

Good Luck.