What if you want to be selective as to who gets to send Meetings and Phone Calls to their Outlook calendars? What if you want to send your To-Dos in SalesLogix over to Outlook, or how about, even better, your Contacts? May I introduce to you, Intellisync for SalesLogix. A word of warning, the setup for Intellisync happens on a user by user basis, and it can be quite time consuming if you are setting all of this up yourself. In order to keep this somewhat concise, I am going to bullet point out some of the finer points of Intellisync, as well as some precautionary advice:

• Intellisync will let you be selective with what you send to Outlook, and for whom. You can send Meetings, Phone Calls, To-Dos, and Contacts over to Outlook from SalesLogix once configured.

• Do not use Intellisync and Advanced Outlook Integration together, as it will cause duplicate activities to appear in your Outlook calendar. The exception here is that you may choose to not configure Appointments when setting up Intellisync (you could still configure To-Dos and Contacts).

• I recommend you set up Intellisync to only send from SalesLogix to Outlook, not the other way around. This is because if you want to schedule a Meeting in Outlook, it will send it to SalesLogix, but it will be missing a Contact and an Account, as well as some other key info...not good.

• Because we have been assuming that you are using SalesLogix 7.5 this whole time, I think it is worth mentioning that Intellisync behaves a little differently in the new version. You must deploy the Intellisync Web Portal regardless of whether or not you are using the SalesLogix WEB Client. You will run into this instantly when trying to set up your End Users with Intellisync, as the Intellisync installed locally on their machines asks for a URL in order to configure. When you make the decision that you would like to use Intellisync (or continue using it if you upgrade), the first thing you need to do is install the Application Architect (this is where you deploy the Intellisync portal) on a server that has IIS running. This is a BIG CHANGE that just happened with the latest upgrade, so beware!

I am going to leave it at that for now, although, I could go on for pages and pages about variations of Outlook Integration i.e. am I completely out of luck if I don't use Outlook? - (hint... you'd think so, as it is called Outlook Integration, but thankfully, you do have some other options), or what if I am using the WEB Client for SalesLogix. Perhaps I might address this in a future posting, however, if you just can't wait for that and need to implement a solution NOW, please feel free to contact us here at Technology Advisors. We want to help!