Validate Contacts

When you add new Outlook contacts, use the Validate Contact feature to check for related information in Vision. This ensures that contact information in the two applications are in sync.

To validate contact information with the Vision database, complete the following steps:

1. In Outlook, click New Items and select Contact.
2. On the Outlook page for adding a contact, enter at least the contact's last name or his or her email address.
3. Click the Add-Ins tab and click Validate Contact on the toolbar. If the contact exists in Vision, information such as company, phone number, and address automatically display.
4. Enter the remainder of the new contact's data.