Contacts that you have in Monarch will sync to Outlook automatically for you. As you create new contacts in Monarch, make updates to previously synced contacts, or when Accounts and Agencies are reassigned to you with Contacts they will also sync over to Outlook and display. You can find all of your contacts that were synced (and potentially others you already had) from the Contacts menu in the general Contacts list under My Contacts (default settings and screens from Outlook provided below)
The following fields are mapped:
- First Name, Last Name
- Company
- Title
- Address 1, City, State, Zip
- Business, Home, Mobile phones
- Website
- Birthday (note Outlook will always display the year as 2000)
Contacts that were previously synced to Outlook will be removed from your Outlook if they are deleted from Monarch or if the Contact gets reassigned to a new owner.