You can then use the Contacts app to view your rolodex by Group (which is Apple’s name for Category).Ĭlick here for more information about Outlook iPhone sync. This will create and transfer DejaOffice Outlook Categories to the iPhone’s Contacts app as Groups. Go to Settings > Sync > Sync to native iPhone Contacts. If, however, you prefer to use iPhone’s Contact app, you have that option. Our app is designed for a one-to-one map with Outlook fields, which is why we can handle more Outlook data than iPhone’s Contacts app. There are pros/cons to each approach.ĬompanionLink relies on our DejaOffice iPhone app to store Outlook data on the device. From within Outlook, you can create cards for new prospects or sales activities, then move these along your process. Email can be turned into actionable items in cards in Trello. You have two options to view Outlook categories on your iPhone: use our DejaOffice mobile app or use the phone’s Contacts app. Using Trello for Outlook, you can organize your dealflow and move people from one stage to the next without leaving your email. This is a perfect paid utility for business users who need to organize hundreds of Outlook records on their phone.
#HOW TO ORGANIZE OUTLOOK EMAIL 2017 HOW TO#
Basically, you get everything iTunes and iCloud offers with support for additional Outlook data like Categories and Alarms. In this video, you will learn how to set up a system using a folder structure and Quick Steps in Outlook 2013 to effectively manage your email.Instruction. Outlook calendar alarms, task alerts, and contact photos also sync to iPhone and iPad. These new items will sync back to the correct Outlook Category on their PC.ĬompanionLink supports Outlook Categories for Contacts, Calendar, Tasks, Notes, and Journal. They can assign categories as they create new Notes or Tasks on the device. They can sort and view the device’s contact list the same way they did on the PC. This means business users can rely on color recognition to view data on their iPhone or iPad. This offers quick sort and view options on the PC.ĬompanionLink solves this problem by mapping Outlook Color Categories to iOS devices. Each category has a name and color in Outlook.
#HOW TO ORGANIZE OUTLOOK EMAIL 2017 PC#
Organization is inherent in their PC Outlook database courtesy of the Color Categories feature. Why are categories important on phones?īusiness users who have hundreds of contact records, notes, and appointment details need a way to organize info for quick lookup. The problem is neither product supports sync of Outlook Categories.
Apple ships iTunes and iCloud as two ways to sync Microsoft Outlook with iPhone and iPad.
Current iPhone Outlook sync options simply don’t work for business professionals using a PC.
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