Setting Up Outlook Phone Mapping

The Outlook Phone Mapping Interface screen in the Personify360 back office allows you to choose how Personify360 assigns phone numbers, fax numbers, etc. for the contacts you add to your Personify360 Local Directory in Outlook.

For example, Personify360 refers to a cellular phone as “cell” and Outlook refers to a cellular phone as “mobile”. Therefore, when you create a new record in Outlook from the Personify360 data, you can set the Outlook Phone Mapping to change the user’s “cell” record in the “mobile” field for Outlook.

To setup Outlook Phone Mapping in Personify360:

1. From the Personify360 main toolbar, select System Admin > Configure and Verify Interfaces.
The Configure and Verify Interfaces screen displays.

2. Click Outlook Phone Mapping.
The Outlook Phone Mapping screen displays, as shown below.

3. Double-click the communication location (COMM_LOCATION) that you would like to map to in Outlook. The values in this field are populated based on the non-fixed CUS "COMM_LOCATION" system type. See Customer System Types and Codes for more information.
The Outlook Phone Mapping Details screen displays, as shown below.

4. From the Outlook Phone Mapping drop-down, select where you would like the Personify360 communication location record to be mapped to in Outlook.
For example, you can map the communication location of “CELL” in Personify360 to “MOBILE” for Outlook.
Alternatively, on the Types and Codes Maintenance screen for the non-fixed CUS "COMM_LOCATION" system type, you can use the Outlook Mapping (Option 4) field to define the value that will display in the Outlook Phone Mapping field. See Customer System Types and Codes for more information.
For example, for the COMM_LOCATION code "WORK", if you enter "COMPANY" in the Outlook Mapping field, on the Contact Methods screen in the back office, "COMPANY" will display when "Work" is selected from the Location drop-down. See Adding a Constituent's Contact Information for additional information.