Sync'ing clients and contacts with Outlook in TBS2

It is now a simple thing to sync your TBS information for both Clients and for Contacts to your Outlook Address Book.

Note : Because of the considerable additional information required within TBS, it is not possible to import new Outlook contacts directly in to TBS, however once an entry exists in both places, if you change - for example - an email address in Outlook, you can sync this information back to TBS where the option exists to update an existing entry.....

To sync client information, in the Name/Addresses screen, select the entries you wish to sync, and highlight any you wish to sync, and then simply use the Special menu option 'Sync Selected Clients To Outlook...'

You are then given an options screen :

The options are self explanatory - it would be self defeating to have 'TBS Wins If Different' together with 'Update TBS If Different' !

Clicking on Ok will then update your local Outlook Address Book :

Note : clients and contacts appear similar in Outlooks Address Book ! They are in fact differently entered, a client contains address info and the client phone numbers as well as any generic email address :

Where a contact is held simply with the contact name, their parent company, and job title, as well as their direct phone and email info :

Note : Outlook's Address Book requires an entry to have an email address or it will not display in the list ! Consequently any entries that you are syncing from TBS which do not have an email address are entered by default as having the email address : NO@EMAIL.ADDRESS - which Outlook then considers valid so will display the entry :)

Note : any such entries saved in Outlook with the NO@EMAIL.ADDRESS email will not be displayed in the TBS Mail edit screen when viewing a list of email address recipients to select from.

To sync contacts, follow the same path as above but from the Contacts main list in TBS2

See Issuing Calendar events in TBS2

See Saving Outlook Emails as Attachments in TBS2