Qasper

Outlook Contact sync 

From your Home page menu, click the Admin icon to display the Administration menu, then click the EMail sync icon to display the EMail Synchronization Module.

Background

Qasper Office is a web-based application accessed through your desktop browser. As such, it has no authority or ability to examine anything on your computer, or to access any files. Therefore, you can optionally install Qasper's desktop applications on your own desktop computer to handle certain synchronization functions. Click here for more information.

Handling contacts - Outlook to Qasper

Qasper's Desktop Synchronization module is set to monitor your Outlook contact files on a periodic basis. (Click here for more information.) Qasper sync will identify new and modified contact records. For new records, it will place them into a holding data file (see the above image) until you approve the contact for import into Qasper's main database. Modified records will be used to update the applicable record in Qasper's central database.

A reminder that you have unapproved contacts will display on your Home page. You can click on the link to take you to the Outlook Contact sync module:

Even though Qasper has comprehensive contact management, many people use their desktop installation of Microsoft Outlook as the primary application for contact recording. Many will use both Qasper and Outlook, particularly when they are away from the office.

Approve/reject contacts for import: select a contact by clicking Select in a row then click [Save this record to the database]. Click [Delete this record from the list] to permanently remove the record from the list.

If a record is a possible duplicate, the record will not be imported and an error message will display. You can then dispose of it accordingly. If you still want to import it, click the "Ignore duplicate error (if applicable)" option, then click [Save this record to the database].

Click [Open/close bulk window] to select a group of contacts for approval or rejection.

Duplicate records: After bulk actions, Qasper will not import contacts from the list into Qasper's database if there is a potential duplication. You can then handle the possible duplication as explained above. 

Bulk actions: Bulk actions allow quick handling of contacts.

Click [Open/close the bulk window] to display the bulk action function and to add a checkbox to each row in the list.

Click any checkbox on any row (or several at a time), select a bulk option and click [Process bulk] as an easy way to dispense with emails. Click [Close] to close the bulk actions function.