Introduction (Please Read):
This document will provide you with the steps needed to ensure that the Outlook Sync is setup properly to sync with Realhound.
Please note that the two most reasons why Outlook will not sync are:
1. Not pressing the Refresh Folders drop-down in Step 1
2. Selecting the incorrect folder in Step 2 of the Outlook Sync screen. Be sure that the folder selected in Step 2 is the same folder where your emails, contacts, tasks, and calendar are saved in Outlook.
Step 1: Attend an Outlook Sync Class to understand the best practices and common mistakes to avoid.
Step 2: Ensure that your user in your Realhound database has both a Me contact and an email address listed. For more information on setting up your User record, please attend a Setup training class or click on the link to review how to Setup Users in your Database.
Step 3: Verify that there aren’t any duplicates of your Me contact. You can do this by searching for your name in the Contact section of Realhound and verifying that not more than one contact record appears for your name.
Step 4: Check to see that your Me contact has your Outlook email address in the Email 1 field. To get to your Me contact, select the “Me” button on the top toolbar.
Step 5: Ensure that your antivirus is turned off in order to not interfere with the synchronization.
Step 6: If using Windows XP, ensure that you have Windows XP Service Pack 3 installed. Please see the Windows XP SP3 Guide to see if you have this important update installed.
Step 7: If using Windows Vista, ensure that you have followed the Windows Vista Setup Guide to ensure that the security settings within Vista have been setup to allow Microsoft, Realhound and other programs to run properly.
Step 8: Verify that you have Microsoft Office 2003 Service Pack 3 installed (this must be done even if you’re using Office 2007). Please see the TechDoc on Installing Office 2003 Service Pack 3.
Step 9: Be sure that you’ve clicked the Refresh Folder button first in Step 1 on the Outlook Sync screen.
Step 10: Be sure that you have selected the correct email folder in Step 2 on the Outlook Sync screen. Verify this by making sure that the folder name selected in the drop-down is the same folder where your contacts, emails, tasks, and calendar are saved in Outlook.
Step 11: Retry the synchronization. If you are still experiencing an issue, please send an email to the Support Department from within the program and include a screenshot of the following:
Your Outlook program, including the list of folders on the left side of the screen
The Outlook Sync settings screen within Realhound (be sure you have clicked the Refresh Folders button and selected your desired sync folder
Your User record from the Users & Teams screen
Your Me contact record