Outlook Contacts Sync

I'm wondering if any other Tess organizations have done any fancy, fun integrations with Microsoft Outlook. Specifically with syncing contacts between the two.

I would like to get all of our employees actively using Tessitura as their main source for contact info for our patrons but it isn't always the fastest option. For example, if our Executive Director wants to send an email to 10 people that already live in her Outlook contacts it would be much faster for her to simply type them in the To: line of the mail rather than looking for them individually in Tess or building a list and executing an output set.

The problem we have (which may seem fairly obvious) is that our contact emails are being stored in multiple places. We may have someone reply to our Exec Dir's email requesting to update their email address. So it is updated in that specific user's Outlook contacts and no one else's Outlooks contacts. It's very possible that it also does not get updated in Tess.

I've been requested to investigate if there is a way to sync Outlook and Tess (on a nightly basis perhaps?) so that everyone always has the most up-to-date email addresses no matter which method they are choosing.

Looking forward to hearing how everyone has solved this conundrum! :)

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  • Somewhat tangentially related - we're on Google Apps now, however - I've started to put links in reports to add an "Event" to your Google Calendar (this is possible by creating a URL out of some variables within the report - see here: https://support.google.com/calendar/answer/3033039 ). Currently we use this to add solicitation tasks into people's work calendars.

    I've also started to make all the emails in our SSRS reports "clickable" - which will open an email with that address in the "To:" field. Similar to Chris' suggestion - I suppose you could make an SSRS report for groups, that pulls from a list, and puts all the addresses together (comma delimited?) so when you click (SSRS Action) it utilizes a mailto link and sends to everyone in that group?

    Wondering if the same can be done for Outlook (if it has some sort of URL handler). No idea if this works for contacts directly, though.

    So, not exactly syncing to Outlook, but at least somewhat outside of "the box"...   :)

     

    Beth

  • Unknown said:

    I suppose you could make an SSRS report for groups, that pulls from a list, and puts all the addresses together (comma delimited?) so when you click (SSRS Action) it utilizes a mailto link and sends to everyone in that group?

    Both will work, e.g. a list of ";" delimited e-mail addresses can be pasted directly into the "To" field in Outlook, while a new Group Contact list can be populated by copying two columns of data (Name & E-mail) straight from an SSRS report into the "Name:" field in the new GC. Very cool the first time you do it. :-)

     



    [edited by: Chris Jensen at 2:38 PM (GMT -6) on 5 Sep 2013] Typo fix. :-/
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  • Unknown said:

    I suppose you could make an SSRS report for groups, that pulls from a list, and puts all the addresses together (comma delimited?) so when you click (SSRS Action) it utilizes a mailto link and sends to everyone in that group?

    Both will work, e.g. a list of ";" delimited e-mail addresses can be pasted directly into the "To" field in Outlook, while a new Group Contact list can be populated by copying two columns of data (Name & E-mail) straight from an SSRS report into the "Name:" field in the new GC. Very cool the first time you do it. :-)

     



    [edited by: Chris Jensen at 2:38 PM (GMT -6) on 5 Sep 2013] Typo fix. :-/
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