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Pumatech's Intellisync: a powerful way to take it all with you (continued)

Once you've selected Outlook as your application and Export as the operation, click OK. Intellisync returns you to the window shown back in Figure B. Now click Advanced, which opens the window shown here in Figure D.

FIGURE D


Leave these items checked, at least for a while. Roll over picture for a larger image.

These two options allow you to have full control when you HotSync. When they're selected, you'll see the windows pictured in Figure E when changes (not conflicts) are encountered while performing a HotSync operation.

FIGURE E


Did you really want to make that change? Now you can double-check. Roll over picture for a larger image.

This can be rather useful information, although the constant prompting while performing the HotSync operation can become tedious. If it gets on your nerves after a while, you can always shut it off.

The next tab is Conflict Resolution, pictured in Figure F.

FIGURE F


Everyone has conflicts now and then. Roll over picture for a larger image.

The various options are quite self-explanatory. The default setting is "Notify me when conflicts occur." With the option selected, you'll be presented with the window shown in Figure G whenever a conflict arises.

FIGURE G


Being able to resolve the conflicts is the important part. Roll over picture for a larger image.

The final tab on this window is Filters, shown in Figure H.

FIGURE H


If you want or need to, you can filter your data as well. Roll over picture for a larger image.

If you want to exclude Private data or set up other custom filters, you can do so right here. Intellisync makes managing and filtering data an easy process.

However, the settings addressed under these three tabs are simple, basic items. To really experience the power offered by this software, click Field Mapping in the lower right corner of the Advanced Settings window. Now the fun stuff begins. The Field Mapping window shown in Figure I offers you a tremendous amount of control over how the information in Outlook will be stored on your Palm handheld.

FIGURE I


Intellisync's flexible field mapping feature opens vast possibilities. Roll over picture for a larger image.

This window offers a mapping scheme for every field in the Address Book and Outlook Contacts. Since the list is long, you'll notice I've included a couple of views in Figure I. You can also map fields as groups or on a line-by-line basis, as the second image in Figure I shows. I've elected to map the address field as a single entity, but had I wanted to, I could have broken it out. Mapping the various fields is a simple matter of clicking and dragging the Outlook fields to the appropriate locations and clicking the arrows to select or deselect them.

After setting up all of my contacts in Outlook, I set up the following mapping scheme for Address Book/Contacts synchronization. I've omitted unmapped fields from the list in Table A for clarity.

Palm handheld MS Outlook
Last name Last Name
First Name First Name
Middle Name Middle Name
Title Job Title
Company Company Name
Work Business Telephone Number
Alternate Work Business Telephone Number 2
Assistant Assistant Telephone Number
Home Home Telephone Number
Alternate Home Home Telephone Number 2
Fax Business Fax Number
Home Fax Home Fax Number
Alternate Fax Other Fax Number
Email Email1 Address
Email 2 Email2 Address
Email 3 Email3 Address
Mobile Mobile Telephone Number
Car Car Telephone Number
Main Primary Telephone Number
Other Other Telephone Number
Pager Pager Number
Address Mailing Address
City Mailing Address City
State Mailing Address State
Zip Code Mailing Address Postal Code
Country Mailing Address Country
Custom 1 Spouse
Custom 2 Anniversary
Custom 3 Birthday
Custom 4 Web Page
Note - Line 1 Department
Note - Line 2 Company Main Telephone Number
Note - Line 3 Manager Name
Note - Line 4 Assistant Name
Note - Line 5 Body
Category Categories
Private Private


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