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TREO 650 Phone Number Synching
Courtesy of the Yahoo Online Agent Users Group
Question:
Does anyone know how the phone fields transfer to
the Treo 650?
For example:
How many, and what order, does Agent Office transfer this data back and forth? I
have added numbers to the Main or Work phone fields on Agent Office, but they
don't come over to the Treo contact. And then in some cases I think maybe the
email address has used up a spot on the handheld bumping out one of the phone
numbers. With clients having their own cell and work #'s in addition to home #
and email, it seems like there's too many?
Answer:
It depends on which software you are syncing your
Palm to AgentOffice with. The Intellisync software offers you a bit more
flexibility, but the APP Interface will sync. Because you mentioned that the
Work number is not coming across, I think that you are using the Intellisync to
sync your Treo to AgentOffice. In fact, I just did a test with a new user. I
created a new contact in AO, and added two numbers, one labeled Main, and one
Work. When using the APP Interface, both came over just fine, with no
adjustments necessary. However, when syncing to Intellisync, neither came over.
The reason is that by default the Intellisync program is only setup to sync six
phone numbers, and they have to be labeled one of the following:
Office
Home
Mobile
Pager
Fax
Other
So as you can see, your Main and Work numbers are not listed there, so they
don't sync be default when using the Intellisync to sync AO and a Treo, or any
other Palm for that matter. To get those numbers into your Palm, here is what
you need to do with the Intellisync program.
1. Open Intellisync, and click Contact Options on the left under AgentOffice. If
you are asked to login, then login.
2. Click on the Additional Contact Info tab at the top. You need to check the
Phone 1, Phone 2, Phone 3, and Phone 4 boxes. For this purpose, you may also
want to check the Last Note and Previous Note boxes. Click OK.
3. Click on the Contact Options button on the left under Pilot, then click
Advanced Settings, then click Field Mapping.
4. You will want to scroll down about half way until you see Notes on the left
hand column under Palm OS. Next to that on the right should be Last Note. You
want to drag and drop Note, on the left, down one notch so its next to
Additional Contact Info, making sure that the double-sided arrow is between
them.
5. Click OK all the way out, and sync again.
What this process does is sync the four phone fields which are displayed on each
contact in AgentOffice to the Notes section of the Palm. So you can have any of
the six phone numbers listed above in the typical phone number field on the
Palm, but if you have any non-standard numbers, like Main and Work, displayed on
the contact in AO, you will be able to find those numbers in the Notes for that
contact on the Palm.
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