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Syncing Point to OutlookExpand / Collapse
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Posted 1/16/2007 10:31:17 AM
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Hi,

Does anyone have any recommendations on software or methods for syncing contact information between Point and Outlook?

Thanks
Jay

Post #4192
Posted 3/9/2007 2:39:15 PM


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Last Login: 9/12/2008 11:24:50 AM
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Careful with the word "sync" or you'll get that "syncing" feeling. If you want to "extract" info from Point to Outlook, that's pretty safe. You can save a report with the data you want into an Excel file and "import" that into Outlook. You have to be careful to remove duplicates if you every make more than one loan to the same borrower.

There are also automated methods of doing that but it requires a little programming. We use a hash of the SSN to deduplicate. We loop through the Point files looking for files that meet our import criteria, check to see if they already exist in Outlook, then check the last update. If the Point file has a later date than the Outlook record, we update the Outlook record; if not, we either leave it alone (safest) or use the Outlook data to update the Point file. This actually makes it a true (partial) synchronization.

-Scott

- Mike
mike@mtig.biz

Post #4541
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