Adding Sage SalesLogix Address Lists to the Outlook Addressing tab allows users to perform contact name resolution. Contact name resolution occurs when a user types a contact name in the To, Cc, or Bcc fields in an e-mail message. Outlook then reconciles the contact name with the information in the Sage SalesLogix Address List. In addition to contact names, you can add Account and/or Opportunity Address Lists to reconcile Sage SalesLogix account, opportunity, ad-hoc groups, and user names.

Note: This section applies to Standard Outlook Integration in a Network environment. The following steps are not required if you are implementing Advanced Outlook Integration, Intellisync for SalesLogix, or Standard Outlook Integration on the Web.

To add:

  1. In Microsoft Outlook, on the Tools menu, click Address Book. The Address Book dialog box appears.
  2. On the Tools menu, click Options.
  3. In the Addressing dialog box, click Add.
  4. In the Add Address List dialog box, scroll to the SalesLogix Address Book listing, and select an address list (for example, Contacts).
  5. Click Add.
  6. Continue adding the appropriate Sage SalesLogix address lists, and when finished, click Close.
  7. In the Addressing dialog box, click OK.
  8. Close the Address Book dialog box.
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