Contacts Management (CM)
Template for SharePoint 2010 Standard | Enterprise
The Contacts Management (CM) application template for Microsoft SharePoint 2010 Standard | Enterprise Installations is used by groups or teams who wish to maintain a common set of contact names, phone numbers and email addresses. The template allows central retention of contact information as well as a record of who last updated the contact’s information. Also included in the template is the ability to search the entire database of contacts by simply typing in the search criteria in a search box on the main page.
Synchronization with Microsoft Office Outlook 2010:
Team members who also use Office Outlook 2010 can choose to synchronize the SharePoint Online contact list with their Outlook 2010 contact lists, making the information available offline. A change made in either Outlook 2010 or the contact management template is automatically synchronized whenever the user is reconnected to the corporate LAN. Users can update the contact’s information offline in Outlook 2010 and have the change reflected in the template for other team members to view as soon as they connect back to the corporate LAN. All users who subscribe to the contact lists will always have the most updated contact information.
Sample Activities Performed in this Template:
The following examples show the various ways Net2xs anticipates this template will be utilized in a typical organization. If you wish to add additional features, please ask your IT provider to research Microsoft SharePoint Designer 2010 or contact Sales.O365@net2xs.com and ask for a quote for customization of the Contacts Managementapplication template.
- A centralized list of contacts including name, phone numbers and email list can be entered and maintained by any member of the team.
- Tracking of which user entered the contact and which user last modified the information, including date and time modified.
- Search through online contacts by typing in characters from the last or first name.
- Synchronize with Office Outlook 2010 to ensure team members all have the most up to date contact information.
The “Contacts Management” Solutions Template CM_SP2010e.wsp was designed specifically for compatibility with Microsoft SharePoint 2010 Standard | Enterprise Installations. This Application Template is based on the Microsoft “Fab40” Template of the same name to provide similar functionality in a Microsoft SharePoint 2010 Standard | Enterprise environment. Some customization and workflows may be necessary for approvals and compatibility with your companies’ permissions/user groups. Most workflows and “Views” have already been configured generically.