Select Vision Fields that Determine Duplicate Records

Use the Connect for Microsoft Outlook Configuration form, in General Configuration, to specify the Vision database fields that determine duplicate records for synchronization purposes. The Connect for Microsoft Outlook menu item does not display in General Configuration if your Connect for Microsoft Outlook license has expired. Contact your Deltek account manager to renew your license.

To select the Vision fields that determine duplicate records, complete the following steps:

  1. On the Vision Navigation menu, click Configuration > General > Connect for Microsoft Outlook. The Connect for Microsoft Outlook Configuration form displays. There are four grids on the Connect for Microsoft Outlook Configuration form, one each for clients, contacts, opportunities, and vendors.
  2. On a grid's toolbar, click Insert.
  3. On the Duplicate Check Formula dialog box, click Insert on the toolbar to insert a new row in the grid.
  4. From the drop-down list in the Field column in the new row, select a field to add to the duplicate check formula. The Cond column in the grid on the dialog box always displays AND to indicate that an AND condition is used between each field that you add to the duplicate check formula.
  5. Click Insert on the toolbar to add another field to the duplicate check formula. You must select at least one field for a duplicate check formula, but there is no limit to the number of fields that you can add.
  6. After you select all the fields to include in a duplicate check formula, click OK to save the formula and return to the Connect for Microsoft Outlook Configuration form. The duplicate check formula now displays in the grid on this form.
  7. Select one of the following actions:
    Option Description
    To create additional duplicate check formulas Click Insert on the toolbar of a grid on the Connect for Microsoft Outlook Configuration form and repeat steps 3–6.
    To edit a duplicate check formula Click the duplicate check formula and then click Edit on the grid toolbar.
    To delete a duplicate check formula Click the duplicate check formula and then click Delete on the grid toolbar.
  8. Click Save.