Using Outlook Contacts for Incoming Calls

help | 15 Microsoft Outlook – Telephoning with SwyxIt! | SwyxIt! and Microsoft Outlook | Using Outlook Contacts for Incoming Calls

You work with Outlook and you would like to use the name display in SwyxIt! to match incoming calls to your Outlook Contacts and, perhaps, to be able to create new contacts.

To deal with Outlook - Contacts for incoming calls

Customize the behavior of Outlook contacts by selecting “File | Options | Add-Ins | Add-In Options...” on the "SwyxIt!" tab and edit the option “Search caller in contacts”. See also Configuration.

1 You hear a telephone ring and, for “Search Caller in Contacts”, you have selected the options “Show on all calls” and

“Create new contact” or

“No action”.

If a contact already exists in Outlook for this caller, it will now be opened. If no contact exists for this number, depending on the options selected, a new contact will be created or no further action will be taken.

2 You place calls as usual with SwyxIt! and, if necessary, update the contact data, e.g. add notes in the open contacts window.

The contact which is the best possible match will always be displayed. If an internal call from the extension number 123 is received and you have a contact “Meyer” with the number “+49 (231) 444123” and a contact “Jones” with the number “123”, in this case the contact “Jones” will be displayed.

In order for Outlook Contacts to be opened, the caller must transmit his number. The contact entry can only be opened correctly, if the caller actually uses a number which has been previously stored especially for him.

If you have write authorization for the contacts folder in which this contact has been identified, your changes will be saved there. If the contact originates from a folder for which you have read only rights, you must then save the contact in another folder.

Depending on your selections on the SwyxIt!“ tab under “File | Options | Add-Ins | Add-In Options”, no calls, all calls or internal/ external calls by Outlook contacts will be displayed.

Last modified date: 10.19.2023