Create Exchange Contacts

With Exchange server integration, Outlook users can access constituent information from the program. To create contacts, the system administrator configures the contact synchronization process. On the Create Exchange Contacts page, you can manage contact synchronization processes.

From Administration, select Exchange integration. The Exchange integration page appears. On this page, select Create Exchange contacts. The Create Exchange Contacts page appears.

This page displays the name, description, and category of each contact synchronization process, as well as the last date each process ran. To make sure the latest information displays on the page, select Refresh.

Note: To include addresses, email addresses, and phone numbers in the contact synchronization process, the system administrator maps the information to corresponding fields in Outlook. For information about how to map fields, see Exchange Field Mappings.