help | 15 Microsoft Outlook – Telephoning with SwyxIt! | SwyxIt! and Microsoft Outlook
15.2 SwyxIt! and Microsoft Outlook
With Outlook, you can use SwyxIt! not only as a dialing aid but also to identify incoming calls. If the number of the incoming call can be identified in the Outlook Contacts, the assigned name will be displayed during the ringing, and it will be added to the Caller List and the Redial List. In doing so, SwyxIt! searches all of the contact folders which are available to you (Selecting a number from Outlook Contacts).
Outlook Contacts
Furthermore, you can indicate in your Outlook that the corresponding contact from your Outlook Contacts should be opened automatically. The Outlook folders to be used can be selected in the Outlook configuration. Depending on the type of call (internal or external), a differentiation will be made between:
*the display of only those contacts for callers which are already recorded in Outlook – Contacts or
*the display of one contact for every caller, which means creating a new contact if necessary.
A new contact can be displayed or created from various lists in SwyxIt!, see Displaying and creating Outlook Contacts from lists.
Journal entries
You can also customize the journal functionality as you like. In this case, a differentiation is made between incoming and outgoing calls.
*The behavior when incoming calls are received depends on whether it is an internal call or an external call. Here you can define whether a journal entry should only be created or whether it should also be displayed.
*You can define whether you want to create a Journal entry for incoming calls and if you want it to be displayed directly.
*The behavior in the case of outgoing calls can be configured for calls made from Outlook Contacts and for calls made from other applications. Depending on whether the calls were successful or not, you can indicate whether journal entries should only be created or also displayed.
* 
It is only possible to associate the number of an incoming call to an Outlook-Contact if Outlook has already been started.
 
Speed dial buttons
You can call start certain Outlook functions directly with the Speed Dial buttons within SwyxIt!.
*Displaying contact information
You can assign your Outlook contacts to the SwyxIt! Speed Dial buttons (Linked Contacts). The Outlook contact information will be displayed in the context menu and on the contact card of the respective Speed Dial button. See also Configuring Speed Dials.
*Display of calendar information
In the context menu of a Speed Dial, you can call up the Outlook calendar of the person stored on the Speed Dial. Furthermore, the next availability information from the Outlook calendar is displayed directly. See also Outlook Calendar on Speed Dial.
*Meeting planning
You can create a meeting request via the context menu of the speed dial button. The person assigned to the speed dial button will be added as participant, see Creating a meeting request from a Speed Dial.
*Delegate Task
You can create a new task via the context menu of the speed dial button. The person assigned to the speed dial button will be added as recipient. See also Creating a task request from a Speed Dial.
*Resolution of the Outlook user from the Speed Dial
You can see from the context menu of the Speed Dial whether a contact stored on a Speed Dial can be assigned to an Exchange user or to one of your Outlook contacts, or whether no assignment is possible. The menu item changes according to the assignment. See also Resolution of the Outlook contact on the Speed Dial.
 
Last modified date: 10.19.2023