Wednesday, January 30, 2019

Remove the Second Calendar Created When NetSuite for Outlook Was Configured

In the Configuration of the NetSuite for Outlook, the user is asked for the Outlook Synchronization Folder for events. This is in Step 2 of 3: Event Synchronization Settings. The user creates a new Calendar folder then runs the sync. The user then realizes it created a new Calendar and wants the second calendar to be deleted and use the default calendar instead.

 

Here are the detailed steps on how to correct the sync settings before deleting the second calendar:

A.    Set the default Calendar as the Outlook Synchronization Folder.

 

1.    Click on the NetSuite for Outlook icon.

2.    Click on Configuration.

3.    Click on Next button in the Login screen.

4.    Keep on clicking Next until you reach the Step 2 of 3: Event Synchronization Settings window.

5.    In the Outlook Synchronization Folder, click on the three dots ().

6.    Choose Calendar.

7.    Click on OK.

8.    Keep on clicking Next until you reach the Confirmation screen.

9.    Click on Close and Sync.

 

B.    Reset the sync.

 

1.    Click on the NetSuite for Outlook icon.

2.    Click on View Sync Log.

3.    Click on Reset this sync on Event Sync and Phone Call Sync, if you are synchronizing phone calls.

4.    Click on Yes on the prompt.

5.    Click on Close.

 

C.    Run the sync.

 

1.    Click on the NetSuite for Outlook icon.

2.    Click on Synchronize Now.

Users will notice that the events from NetSuite will sync to the default Calendar folder.

 

Once users have confirmed that the events synchronized to the default Calendar, you can delete the other Calendar.

1.    In Outlook, click on Calendar.

2.    Under My Calendars, right click on the second Calendar and click on Delete Calendar.

3.    Click on Yes on the prompt.

 

Note: The above steps also apply to Task folder, if another folder was created to sync the tasks to.

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