You can add your
PIM contacts to your Outlook address book. This allows you to access contact information via a mobile device when you are out of the office. If a contact already exists, but their information has changed in
PIM, the contact is updated in Outlook.
You must have the
Deltek PIM Outlook Add-in installed and enabled.
To synchronize your
PIM contacts with Outlook:
-
In Outlook, click
Sync Contacts on the toolbar.
-
Under Options, select or deselect the contact types that you want to synchronize with Outlook. The following options are available:
| Option
|
Description
|
| All contacts in your live Projects
|
Select this option to synchronize all internal and external contacts for all live projects that you are currently linked to.
|
| All contacts in your live Enquiries
|
Select this option to synchronize all internal and external contacts for all live enquiries that you are currently linked to.
|
| All contacts you are associated with
|
Select this option to synchronize all contacts that are listed under Associated Internal Contacts in your contact record, such as your line manager, and any direct reports.
|
| Related document contacts
|
Select this option to synchronize all contacts that have been linked to documents and emails that you have been associated with in the last 60 days.
|
| All internal contacts
|
Select this option to synchronize all internal contacts for all branches of your organization.
|
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To add any favorite contacts to your Outlook address book, select each contact that you want to include in the sync in the Favorites section.
-
Click
Sync.