How to automatically link a person from Outlook to appointments and tasks in SuperOffice

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Written by Support InfoBridge

Overview

In this article we will describe how to automatically link a person from Outlook to appointments and tasks in SuperOffice with the Exchange Online Synchronizer. 
Please follow this article when you are looking for linking persons automatically in SuperOffice CRM Online with the Nebula Synchronizer.

Prerequisite

It is only possible for already synchronized contacts in Outlook, who originate in SuperOffice, to be linked to synchronized appointments in SuperOffice.

Configure Outlook

You need to enable a setting in the Outlook options. As this is a different setting for each Outlook version here is an overview:

Version

Setting

Outlook 2007

Tools > Options > Contact Options > select: Show Contact Linking on all Forms

Outlook 2010

File > Options > section Contacts > select: Show contacts linked to the current item

Outlook 2013

In Outlook 2013 the interface option has been removed and support for Contact Linking can only be enabled via a Registry key.

Key: HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Outlook\Preferences

Value name: ShowContactFieldObsolete

Value type: REG_DWORD

Value: 1

Outlook 2016

In Outlook 2016 the interface option has been removed and support for Contact Linking can only be enabled via a Registry key.

Key: HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Preferences

Value name: ShowContactFieldObsolete

Value type: REG_DWORD

Value: 1

How to 

How to link Outlook contacts to SuperOffice appointments

  1. Make a new appointment in Outlook
  2. Select a contact (who also resides in SuperOffice). You can do this at the bottom of the appointmentLink_person02.png
  3. Save and watch the appointment synchronize into your SuperOffice calendar.
  4. As you can see it is now linked to the company of the contact, including the contact you selected in OutlookLink_person03.png