Configuring Outlook for Mac

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CompanionLink for Mac 8

Basic Settings

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  1. Select the Contact Manager you want to sync with on your Mac (Apple Apps, Outloook 2011, or Outlook 2016).
  2. Select the Device you want to sync with and the Sync Method.










Advanced Settings

Overview

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  1. Select the Data Types you want to sync (Contacts, Calendar, Tasks, etc).
  2. Select the direction you want the data to sync.
  3. Select the deletion preferences for your data.
  4. This option allows you to Wipe the device for the selected conduit on the next sync, replacing the data fresh from the database.
  • The Wipe options automatically uncheck after one sync.











General

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  1. This option prevents CompanionLink from syncing meetings scheduled via email invitation. This option is typically only necessary when syncing to Google or Exchange.
  2. Enable "Sync Attendees" if you want attendee data to sync with your calendar records.
  3. Enter the date range for the number of past days to sync.
  4. Enable this option to sync Completed Tasks to the device.








Outlook Folders

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  1. Select the folders from Outlook that you want to sync for each data type.
  • Outlook can have multiple folders for each data type, be sure to select the correct folder.















Advanced Settings

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  1. This drop down allows you to select an Auto Sync Interval.
  2. This option allows you to set an time frame in which the auto sync will occur.
  3. Enable this option to start CompanionLink with the Mac starts.
  4. Logging is a troubleshooting step and will not need to be enabled unless working with a technician.
  5. Wipe All Records on Device enabled all of the wipe options at once from the Overview tab.
  6. This option instructs CompanionLink to read each record from Outlook on the sync instead of looking only for the changes. This is also a troubleshooting step and normally does not need to be enabled.
  7. This option instructs CompanionLink to read each record from Device on the sync instead of looking only for the changes. This is also a troubleshooting step and normally does not need to be enabled.
  8. On some machines, Outlook stores updates in a way that can prevent CompanionLink from seeing New Items\Changes in Outlook. This option uses a different method to look for new\modified records.


CompanionLink for Mac 6

Basic Settings

  1. Select the Device you want to sync with
  2. Select the Sync Method
  3. Select the Contact Manager you want to sync with on your Mac (Apple Apps, Outloook 2011, or Outlook 2015)

CompanionLinkmain.jpg

Advanced Settings

Overview

  1. Select the Data Types you want to sync (Contacts, Calendar, Tasks, etc)
  2. Select the direction you want the data to sync
  3. Select the deletion preferences for your data

Overviewsettings.jpg

Calendar

  1. Enable "Sync Attendees" if you want attendee data to sync with your calendar records
  2. Enter the date range for the number of past days to sync

Calendarsettings.jpg

Auto Synchronization

  1. Enable the Auto Sync option
  2. Select between a continuous auto sync or a timed auto sync

Autosyncoptions.jpg

Outlook Folders

  1. Select the folders you want to sync for each data type

Calendarfolders.jpg