Enhancements to the Mailbox Sync Utility in Tour deForce

Purpose

The purpose of this document is to outline the new features and functionality associated with the Tour de Force Mailbox Sync utility in Version 5.2 of Tour de Force.

This document provides an overview related to the features and functionality associated with the Tour de Force Mailbox Sync utility, outlines the enhancements associated with the Tour de Force Mailbox Sync utility in v5.2 of Tour de Force, demonstrates how to access the Tour de Force Mailbox Sync utility, reviews how to set up and use the Match Process related to the Contact records in Microsoft Outlook and Tour de Force, demonstrates how to add multiple Contact records to an Account record simultaneously, demonstrates how to set multiple Contact records as Private simultaneously, discusses the Exchange Sync Service, and provides an example of how to set the Contact Sync Filters for the Exchange Synchronization Process.

Note: Many of the screen shots in this document are screen shots associated with the interface between Tour de Force and Microsoft Outlook 2010.

Overview of the Tour de Force Mailbox Sync Utility
Enhancements to the Tour de Force Mailbox Sync Utility in v5.2 of Tour de Force
Accessing the Tour de Force Mailbox Sync Utility
Setting up the Match Process Utility
Using the Match Process Utility
Adding Multiple Contact Records to an Existing Account Record Simultaneously
Setting Multiple Contact Records as Private Simultaneously
Overview of the Exchange Sync Service
Setting the Exchange Sync filters for Users of Tour de Force

Overview of the Tour de Force Mailbox Sync Utility

The Tour de Force Mailbox Sync utility is designed to help users keep the Contacts records associated with Tour de Force synchronized with the Contact records in Microsoft Outlook. The Tour de Force Mailbox Sync utility can also be used to help users keep the Appointment and Task items associated with Tour de Force synchronized with the Appointment and Task items in Microsoft Outlook.

Prior to v5.2 of Tour de Force, the Tour de Force Mailbox Sync utility could be used to perform the following items:

Create new Contact records in Tour de Force based on the information associated with the Contact records in Microsoft Outlook.
Create new Account and Contact records simultaneously in Tour de Force based on the information associated with the Contact records in Microsoft Outlook.
Link the Contacts records in Microsoft Outlook with the Contact records associated with Tour de Force in order to keep the information related to the Contact records synchronized.
Set Contact records associated with Microsoft Outlook as Private to keep these Contact records from affecting Tour de Force.
Create new Contact records in Microsoft Outlook based on the Contact records associated with Tour de Force.
Create new Appointment items in Tour de Force based on the Appointment items associated with the Calendar in Microsoft Outlook.
Set Appointment items associated with Microsoft Outlook as Private.
Create new Task items in Tour de Force based on the Task items associated with the Task List in Microsoft Outlook.
Set Tasks items associated with Microsoft Outlook as Private.
Generate the Private Sync process to synchronize the Contact records in Microsoft Outlook to the Contact records associated with Tour de Force.
Generate the Private Sync process to synchronize the Appointment items associated with the Calendar in Microsoft Outlook to the Appointment items in Tour de Force.
Generate the Private Sync process to synchronize the Task items associated with the Task List in Microsoft Outlook to the Task items in Tour de Force.

Note: Please reference Technical Bulletin 5102 – The Mailbox Sync Utility for more information related to the Mailbox Sync utility associated with the Tour de Force.

Enhancements to the Tour de Force Mailbox Sync Utility in v5.2 of Tour de Force

In v5.2 of Tour de Force, several enhancements have been added to the Tour de Force Mailbox Sync utility to help users keep the Contact records in Microsoft Outlook synchronized with the Contact records associated with Tour de Force.

The Match Process

The Match Process in v5.2 of Tour de Force allows users to scan the Contact records associated with Tour de Force in order to find potential matches based on criteria or Match Options such as the Email, the Full Name, or the Mobile Phone fields. Contact records in Microsoft Outlook that have one potential match to a Contact record associated with Tour de Force can be reviewed and linked simultaneously.

The Match Process is designed to help users link Contact records in Microsoft Outlook to the Contact records associated with Tour de Force more effectively. Prior to v5.2 of Tour de Force, users had to link Contact records in Microsoft Outlook to the Contact records associated with Tour de Force one at a time.

When the Match Process determines that more than one potential match to a Contact record associated with Tour de Force exists, users can view and select the appropriate Contact record to associate with the Contact record in Microsoft Outlook.

The Exchange Sync Settings window

An Exchange Synchronization Service has been added to v5.2 of Tour de Force that is designed to help keep the Contact records in Tour de Force synchronized with the Contact records in Microsoft Outlook of users more efficiently. The Exchange Synchronization Service associated with Tour de Force is also designed to help keep the Appointment and Task items in Tour de Force synchronized with the Appointment and Task items in Microsoft Outlook of users more effectively.

The Exchange Sync Settings window associated with the Tour de Force Mailbox Sync utility allows users to set up filters to automatically create the Contact records in Microsoft Outlook when Contact records are added in Tour de Force. These filters can be based on Account Packages, as well as based on fields associated with the Account and Contact forms related to Tour de Force.

The adding of multiple Contact records to an Existing Account record simultaneously

When multiple Contact records associated with Microsoft Outlook needed to be created and added to an Account record in Tour de Force, there was no method for processing multiple Contact records simultaneously. Although using the Tour de Force Mailbox Sync utility to create new Contact records in Tour de Force based on the information associated with the Contact records in Microsoft Outlook eliminated the task of entering the Contact information in two separate programs, only one Contact record associated with Microsoft Outlook could be processed and created in Tour de Force one at a time.

In v5.2 of Tour de Force, the Tour de Force Mailbox Sync utility allows users to select multiple Contact records associated with Microsoft Outlook and then create the related Contact records in Tour de Force simultaneously using the Add Contact(s) to Existing TDF Account related to the Quick Events menu.

The creation of a new Account and the adding of multiple Contact records to the new Account record simultaneously

In previous versions of Tour de Force, the Tour de Force Mailbox Sync utility allowed users to create a new Account record and a new Contact record in Tour de Force in one step using the information associated with the Contact records in Microsoft Outlook.

When an Account record and multiple Contact records associated with Microsoft Outlook needed to be created in Tour de Force, there was no method for processing these Contact records simultaneously. Although using the Tour de Force Mailbox Sync utility to create the new Account and new Contact records in Tour de Force based on the Contact records in Microsoft Outlook eliminated the task of entering the Account and the Contact information in two separate programs, only one Contact record associated with Microsoft Outlook could be processed and created in Tour de Force one at a time.

In v5.2 of Tour de Force, the Tour de Force Mailbox Sync utility allows users to select multiple Contact records associated with Microsoft Outlook and then create the new Account record and the related Contact records in Tour de Force simultaneously using the Add Contact(s) to New TDF Account related to the Quick Events menu.

Setting multiple Contact records associated with Microsoft Outlook to Private simultaneously

In previous versions of Tour de Force, the Tour de Force Mailbox Sync utility allowed users to set the Contact records associated with Microsoft Outlook to Private. However, only one Contact record could be set as Private at a time.

In v5.2 of Tour de Force, the Tour de Force Mailbox Sync utility allows users to set multiple Contact records associated with Microsoft Outlook to Private simultaneously using the Set Privacy Status and Mark as Private options related to the Quick Events menu.

Setting multiple Contact records associated with Microsoft Outlook to Uncategorized

In previous versions of Tour de Force, the Tour de Force Mailbox Sync utility allowed users to set the Contact records associated with Microsoft Outlook to Uncategorized. However, only one Contact record could be set as Uncategorized at a time.

In v5.2 of Tour de Force, the Tour de Force Mailbox Sync utility allows users to set multiple Contact records associated with Microsoft Outlook to Uncategorized simultaneously using the Set Privacy Status and Mark as Uncategorized options related to the Quick Events menu.

The Tour de Force Mailbox Sync utility

The Tour de Force Mailbox Sync utility associated with the Tour de Force Administration Console is designed to give the administrative users of Tour de Force the ability to use the features and functionality associated with the Tour de Force Mailbox Sync utility to process the mailbox of users without using the machine of the user.

Note: The Tour de Force Mailbox Sync utility requires delegate rights to be set up to the mailbox of users.

Note: The Tour de Force Mailbox Sync utility is beyond the scope of this technical bulletin. Please reference Technical Bulletin 5402 – The Tour de Force Mailbox Sync Utility for more information related to the Tour de Force Mailbox Sync utility associated with the Tour de Force Administration Console.

Accessing the Tour de Force Mailbox Sync Utility

Use the following procedures to access the Tour de Force Mailbox Sync utility:

After starting Microsoft Outlook, click the Mailbox Sync icon associated with the toolbar of Tour de Force.

After the Mailbox Sync icon is clicked, the Tour de Force Mailbox Sync utility displays.

Setting up the Match Process Utility

Before the Match Process utility can be used, the criteria or basis for reviewing the Contacts records associated with Tour de Force must be set using the Match Options window associated with the Tour de Force Mailbox Sync window.

Use the following procedures to set up the Match Process utility:

Click the Mailbox Sync icon associated with the toolbar of Tour de Force to access the Mailbox Sync utility.

In the Tour de Force Mailbox Sync window, click the Match Options icon.

In the Match Options window, check the appropriate fields to set the criteria or basis for the Match Process utility.

For example, check the Email and the Mobile Phone fields.

The criteria for the Match Process utility can be based on the following fields:

Email
Mobile Phone
Full Name
Last Name
Business Phone
Company Name

For example, check the Email and Mobile Phone fields to base the Match Process utility on the Email Address 1 field or the Mobile Phone field associated with the Contact records in Tour de Force.

Note: The fields or criteria associated with the Match Options are mutually exclusive. The Match Process utility can be based on the Email Address 1 field or the Mobile Phone field, not the combination of the Email Address 1 field and the Mobile Phone field.

Using the Match Process Utility

Once the basis for the Match Process utility has been set in the Match Options window, the Match Process utility can be used to help keep the Contact records associated with Microsoft Outlook and Tour de Force synchronized.

Use the following procedures to use the Match Process utility:

Click the Mailbox Sync icon associated with the toolbar of Tour de Force to access the Mailbox Sync utility.

In the Tour de Force Mailbox Sync window, click the Match Options icon to set or review the basis for the Match Process utility.

Close the Match Options window.

Click the Match button to start the match process.

Note: When the Tour de Force Mailbox Sync window is first accessed, only the Contact records associated with Microsoft Outlook that have not been set to Private or have not been linked to a Contact record in Tour de Force display because the New Items field is checked.

Note: The goal of the Tour de Force Mailbox Sync window is to be blank or to have no Contact records associated with Microsoft Outlook display when the New Items field is checked.

Once the Match Process is complete, process the Contact records according to the color related to the Contact records.

Three colors or options exist for the Contact records associated with the Match Process:

Green

When the row associated with the Contact record in Microsoft Outlook is Green, then only one Contact record exists in Tour de Force that meets the criteria set in the Match Options window for that Contact record.

Note: The Match Count field displays a number 1 when only one Contact record exists in Tour de Force that meets the criteria set in the Match Options window for that Contact record.

For example, the Contact records of Paul Tramo, Joe Holmes, Tom Richards, and Mike Benoit, have only one potential match in Tour de Force.

To generate the Match Process utility for multiple Contact records simultaneously, check the Process field associated with each Contact record related to Microsoft Outlook and then click the Process button.

Note: Once the Microsoft Outlook Contact record is linked to the Tour de Force Contact record, the row associated with that Contact record is removed from the Tour de force Mailbox Sync window if the New Items field is checked and the Tour de Force Items field is not checked.

To generate the Match Process utility for only one Contact record related to Microsoft Outlook, check the Match field associated with each Contact record.

For example, to process the Match Process utility for the Contact record of Douglas Hyman, click the Match field associated with that row.

To review the Microsoft Outlook Contact record that are linked to a Tour de Force Contact record, check the Tour de Force Items field.

Notice that all of the rows associated with the Microsoft Outlook Contact records that are linked to a Tour de Force Contact record are Blue and the Flag field is set to the logo of Tour de Force.

For example, since Douglas Hyman is linked to a Contact record in Tour de Force, the Tour de Force logo displays in the Flag field.

During the Match Process, one of the fields that Tour de Force updates is the TDF GUID field in Microsoft Outlook. The TDF GUID field in Microsoft Outlook is the field that links the Contact record in Microsoft Outlook to the Contact record in Tour de Force.

Note: The TDF GUID field is blank when a Contact record in Microsoft Outlook is not linked to a Contact record in Tour de Force. Contact records that are set to Private do not have a value in the TDF GUID field.

Yellow

When the row associated with the Contact record in Microsoft Outlook is Yellow, then more than one Contact record exists in Tour de Force that meets the criteria set in the Match Options window for that Contact record.

Note: The Match Count field displays a number greater than 1 when more than one Contact record exists in Tour de Force that meets the criteria set in the Match Options window for that Contact record.

For example, the Contact record of Jim Gehring has more than one potential match in Tour de Force because the Match Count field is 2.

Click the Match field (Click to Select Match) to view the Contact records associated with Tour de Force that are potentially a match for the Contact record in Microsoft Outlook.

Select the appropriate Contact record associated with Tour de Force to link to the Contact record in Microsoft Outlook.

For example, select the first row or Contact record.

Once a Contact record associated with Tour de Force is selected, the line item or row turns from the color of Yellow to Green, and is ready to be linked by either clicking the Match field or by checking the Process field and then the Process button.

White

When the row associated with the Contact record in Microsoft Outlook is White, then no Contact records exists in Tour de Force that meet the criteria set in the Match Options window for that Contact record.

Note: The Match Count field displays a number 0 when no Contact records exists in Tour de Force that meet the criteria set in the Match Options window for that Contact record.

For example, the Contact record of Alex Smith potentially does not have a match in Tour de Force.

If the Contact record needs to be set to Private, then click the Flag icon and then select the Key icon.

If the Account record associated with the Contact record in Microsoft Outlook exists in Tour de Force, click the Create New Tour de Force Contact icon to create the new Contact record in Tour de Force, as well as to link the new Contact record to the existing Account record.

Clicking the Create New Tour de Force Contact icon opens the Search and Select the Account that you would like this Contact created under window.

The Search and Select the Account that you would like this Contact created under window is similar to the Tour de Force Global Search utility that allows users to search and find the Account record in Tour de Force that is associated with the Contact record in Microsoft Outlook.

Note: The For field defaults to the Company Name associated with the Contact record in Microsoft Outlook.

Use the For field to search for the Account record associated with the Contact record in Microsoft Outlook.

For example, to search for an Account record with a Company Name of Big Red Machine in Cincy, type big red in the For field and then press the Enter key on the keyboard.

Once the Account record in Tour de Force is located, click the Chain Link icon associated with that Account record.

Note: Once the Chain Link icon is click, the new Contact record is created and linked to the Account record in Tour de Force based on the information associated with the Contact record in Microsoft Outlook.

If the Account record associated with the Contact record in Microsoft Outlook do not exists in Tour de Force, click the Create New Tour de Force Account and Contact icon to create the new Contact record in Tour de Force, as well as to link the new Contact record to the existing Account record.

Clicking the Create New Tour de Force Account and Contact icon opens the Account Packages window.

In the Account Packages window, check the appropriate Account Package to associated with the new Account record in Tour de Force and then click the OK button.

For example, check the Test Account Package and then click the OK button.

Note: Once the OK button is clicked, the Tour de Force Account form opens and the new Account record is saved, and then the Tour de Force Contact form opens and the new Contact record is saved.

Process the Contact records that are Green.

There are two methods for processing the Contact records that are Green.

Click the Match icon associated with the Contact record in order to create the link between the Contact record in Microsoft Outlook and the Contact record in Tour de Force immediately.

Note: The TDF GUID field is updated on the Microsoft Outlook Contact record.

To generate the Match Process for multiple Contact records simultaneously, check the Process field associated with each Contact record related to Microsoft Outlook and then click the Process button.

Process the Contact records that are Yellow.

Process the Contact records that are White.

Note: The goal is to have no Contact records display in the Tour de Force Mailbox Sync utility when the New Items field is checked.

Adding Multiple Contact Records to an Existing Account Record Simultaneously

In previous versions of Tour de Force, the Tour de Force Mailbox Sync utility allowed users to use the information associated with the Contact records in Microsoft Outlook to create Contact records in Tour de Force. However, only one Contact record associated with Microsoft Outlook could be processed at a time. When multiple Contact records associated with Microsoft Outlook needed to be created and added to an Account record in Tour de Force, there was no method for processing multiple Contact records simultaneously.

Use the following procedures to add multiple Contact records to an Account record simultaneously:

Click the Mailbox Sync icon associated with the toolbar of Tour de Force to access the Tour de Force Mailbox Sync window.

In the Tour de Force Mailbox Sync window, use the mouse to highlight all of the Contact records associated with Microsoft Outlook that need to be added and linked to the same Account record in Tour de Force.

For example, select or highlight the Contact records of John Smith, Don Smith, and Bob Smith.

Right click the mouse and then select the Add Contact(s) to Existing TdF Account option.

Note: The Quick Events menu can be used to create a new Account record in Tour de Force, as well as create and add multiple Contact records to the new Account simultaneously by selecting the Add Contact(s) to New TdF Account option.

Use the Search and Select the Account that you would like this Contact created under window to search and find the Account record in Tour de Force that is associated with the Contact record in Microsoft Outlook.

Note: The For field defaults to the Company Name associated with the Contact records in Microsoft Outlook.

Note: The Search and Select the Account that you would like this Contact created under window is similar to the Tour de Force Global Search utility.

Once the Account record in Tour de Force is located, click the Chain Link icon associated with that Account record.

Note: Once the Chain Link icon is click, the new Contact records are created and linked to the Account record in Tour de Force based on the information associated with the Contact record in Microsoft Outlook.

Setting Multiple Contact Records as Private Simultaneously

Use the following procedures to set multiple Contact records to Private simultaneously:

Click the Mailbox Sync icon associated with the toolbar of Tour de Force to access the Tour de Force Mailbox Sync window.

In the Tour de Force Mailbox Sync window, use the mouse to highlight all of the Contact records associated with Microsoft Outlook that needs to be set to Private.

For example, select or highlight the Contact records of Amanda Brown, Any Weisengerber, Brian Carlson, and Carey Rhoten.

Note: Use the Ctrl key on the keyboard to select multiple Contact records associated with Microsoft Outlook that are not in squential order.

Right click the mouse, select the Set Privacy Status option, and then select the Set as Private option from the Quick Events menu.

Note: The Quick Events menu can be used to set multiple Contact records associated with Microsoft Outlook as uncategorized simultaneously by selecting the Set Privacy Status option and then select the Set as Uncategorized option from the Quick Events menu.

Overview of the Exchange Sync Service

An Exchange Synchronization Service has been added to v5.2 of Tour de Force that is designed to help keep the Contact records in Tour de Force synchronized with the Contact records in Microsoft Outlook of users. The Exchange Synchronization Service associated with Tour de Force is also designed to help keep the Appointment and Task items in Tour de Force synchronized with the Appointment and Task items in Microsoft Outlook of users.

Note: The Exchange Sync Service is typically located in the Tour de Force CRM directory on the server where Tour de Force is installed. The setup file associated with the Exchange Sync Service is named TDF.ExchangeSync.ServiceSetup.exe.

In previous versions of Tour de Force, users had to process the Private Sync process associated with the Tour de Force Mailbox Sync utility in order keep the Contact records in Microsoft Outlook synchronized with the Contact records in Tour de Force. When information associated with either the Contact record in Tour de Force or the Contact record in Microsoft Outlook changed, the Private Sync process needed to be completed to update the appropriate Contact record.

Keeping the Contact records in Microsoft Outlook and the Contact records in Tour de Force synchronized is extremely difficult when multiple users have access to the same Contact records in Tour de Force and when changes to these Contact records occur frequently. Unfortunately most users of Tour de Force do not know that the Private Sync process existed or frequently forget to execute the Private Sync process to keep the Contact records synchronized.

Note: The Exchange Synchronization Service is extremely important when users need to keep the Contact records in Tour de Force synchronized with the Contact records in Microsoft Outlook. The Exchange Synchronization Service is also very useful when users utilize Appointment and Task items in Tour de Force to manage Account, Contact, or Opportunity records.

When the Exchange Synchronization Service has been started and the Contact Sync Filters have been defined for users, any new Contact records created in Tour de Force that meet the criteria associated with the Contact Sync Filters is created in Microsoft Outlook of the users.

The Exchange Synchronization Service can also be used to keep the Appointment and the Task items associated with Tour de Force synchronized with the Appointment and the Task items in Microsoft Outlook. When information associated with an Appointment or a Task that is linked to an Account, a Contact, or an Opportunity record in Tour de Force is changed in Microsoft Outlook, that change is synchronized with the Appointment or the Task items in Tour de Force.

Setting the Exchange Sync Filters for Users of Tour de Force

In previous versions of Tour de Force, users had to process the Private Sync process associated with the Tour de Force Mailbox Sync utility in order keep the Contact records in Microsoft Outlook synchronized with the Contact records in Tour de Force. When information associated with either the Contact record in Tour de Force or the Contact record in Microsoft Outlook was changed, the Private Sync process needed to be completed to update the appropriate Contact record.

To generate the Private Sync process manually, click the Sync Contacts button associated with the Tour de Force Mailbox Sync utility.

Keeping the Contact records in Microsoft Outlook and the Contact records in Tour de Force synchronized was extremely difficult when multiple users have access to the same Contact records in Tour de Force and these Contact records exists in Microsoft Outlook of the users, or when changes to these Contact record occurred frequently.

Unfortunately most users of Tour de Force did not know that the Private Sync process existed or frequently forget to execute the Private Sync process to keep the Contact records synchronized.

Use the following procedures to set the Exchange Sync Filters:

Click the Mailbox Sync icon associated with the toolbar of Tour de Force to access the Tour de Force Mailbox Sync window.

In the Tour de Force Mailbox Sync window, click the Set Exchange Sync Filters icon.

Check the Enable Appointment Exchange Sync Service field.

Note: Checking the Enable Appointment Exchange Sync Service field helps keep the Appointment items associated with Tour de Force synchronized with the Appointment items in Microsoft Outlook for the user in the TdF User field.

Check the Enable Contact Exchange Sync Service field.

Note: Checking the Enable Contact Exchange Sync Service field helps keep the Contact records associated with Tour de Force synchronized with the Contact records in Microsoft Outlook for the user in the TdF User field.

Check the Enable Contact Exchange Sync Service field.

Note: Checking the Enable Task Exchange Sync Service field helps keep the Tasks items associated with Tour de Force synchronized with the Tasks items in Microsoft Outlook for the user in the TdF User field.

On the Account Packages tab, check the Account Packages to associate with the Exchange Sync Process.

Note: For each Account Package that is checked, the Contact records that are associated with these Account Packages are copied to the Contacts folder related to Microsoft Outlook for the users in the TdF User field.

For example, to copy all of the Contact records associated with the Account Package of Northeast Region P & C in Tour de Force to the Contacts folder in Microsoft Outlook of the user Dan Shawver, check the Account Package of Northeast Region P & C.

Note: Only the Account Packages that each user has permissions to access display in the Account Package tab.

Click the Account Filters tab.

The Account Filters tab can be used to create an Account Based Filter to restrict the Contact records that are copied to the Contacts folder associated with Microsoft Outlook of users based on any of the fields related to the Account form of Tour de Force.

For example, to restrict the Contact records to only active customers, create a filter based on the Account Status field equal to the value of Active – Customer.

Note: The Account Status field is a User Defined Field and is not a standard field in Tour de Force.

Multiple Account Filters can be defined to restrict the Contact records that are copied to the Contacts folder associated with Microsoft Outlook of users. An Account Filter can be based on the Account Status field equal to Active – Customer and the Business Consultant field equal to Dan Shawver.

Click the Contact Filters tab.

The Contact Filters tab can be used to create a Contact Based Filter to restrict the Contact records that are copied to the Contacts folder associated with Microsoft Outlook of users based on any of the fields related to the Contact form of Tour de Force.

For example, to restrict the Contact records to only people that are considered a product champion in Tour de Force, create a filter based on the Role of Account field equal to the value of Tour de Force Product Champion.

Note: The Role at Account field is a User Defined Field and is not a standard field in Tour de Force.

Click the Preview Filtered Contacts tab.

The Preview Filtered Contacts tab is designed to give user a chance to preview the Contact records associated with Tour de Force before these Contact records are copied to the Contacts folder related to Microsoft Outlook.

Click the Process Manually button to copy the Contact records associated with Tour de Force to the Contacts folder related to Microsoft Outlook.

Click the Save and Close button to save the filters defined for the Exchange Sync Settings window.

Note: The Exchange Sync Service and setting up the Exchange Sync Filters can be extremely useful when a new salesperson is hired and is assigned a territory since all of the Contacts associated with an Account Package can automatically be created in the Contacts folder associated with Microsoft Outlook of the user.

Note: The Exchange Sync Service and setting up the Exchange Sync Filters can be valuable when an existing salesperson is assigned a new territory or Account Package.

Summary

The purpose of this document is to outline the new features and functionality associated with the Tour de Force Mailbox Sync utility in Version 5.2 of Tour de Force.

Version: 5.2 of Technical Bulletin 5401

Articles in this section

Overview of the Tour de Force Mailbox Sync Utility

Enhancements to the Tour de Force Mailbox Sync Utility in v5.2 of Tour de Force

Accessing the Tour de Force Mailbox Sync Utility

Setting up the Match Process Utility

Using the Match Process Utility

Adding Multiple Contact Records to an Existing Account Record Simultaneously

Setting Multiple Contact Records as Private Simultaneously

Overview of the Exchange Sync Service

Setting the Exchange Sync Filters for Users of Tour de Force

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