You can change that to a lesser time if you wanted. I would say that usually what most people end up setting, or at least what I've seen, is they'll set Outlook Sync enabled, they'll check that box, and then they'll usually set their setting here, the sync time, to be 15 minutes. And then you can also choose some additional options as far as syncing when you start your program, syncing when you shut down, it's really up to you. And then, of course, if you don't want to do it anymore you can deselect that and that will turn it off. First thing you need to set up, is obviously the check box for enabling the Outlook Sync. So, notice these check boxes here, the first three. Everything that's on this main screen on the left side, you'll notice this actually relates to our Calendar. So, you'll need to change that if it's your first time, just click that MS Outlook button, click your setup button.Īnd that's going to take you into the Outlook integration preferences. What you're probably going to see is that the radio button is selected here, where it says Other Email Preference. If this is your first time ever logging in or going to this section. And then in the bottom right, you're going to see the option for MS Outlook and the setup button. Make sure, then, you go into Printing/Email. This is not a global type of setting that we're setting up here. Now, on this user preference tab, notice again, back to what I was saying earlier, these are user preferences for the specific ID that is listed. I'm sure this is a familiar area to most of you. Okay, so just keep that in mind.Īnd then, we're just going to go to File, Setup, User Preferences. So, it's important, if you're setting this up for somebody else in your office, make sure you sit down at their computer where their Outlook is installed and you actually log into the Abacus for them as them. You don't want to login as somebody else at your computer because usually your Outlook program is specific to your machine, your computer. Inside of your program, make sure you are logged in as yourself.
Now, to set it up, which is actually what we're going to go over today, you actually do it in the same area underneath your user preferences. But there is a difference between a data sync and actually linking an email to a case inside of Abacus. I'm going to show you both, of course, today. It's a little bit different than an email linking, although the term does get interchanged I've noticed while training. So if I have a calendar event in Outlook, I want the system to automatically sync that over to my Abacus calendar, and of course vice versa. Outlook syncing, when we're talking about syncing, that's really when we're referring to taking data, either within Abacus, or within Outlook and pushing them into the other program. I just want to kind of define something that I've seen throughout the years, just sometimes the terminology gets a little mixed up.
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And real quick, before I opening up some of these preferences and showing you how to do it. Like Andrew said, we're going to be looking at the Outlook Sync features in Abacus Law. So, without further ado, I'll hand it over to you, Scott.Īll right, thanks Andrew. Scott is Senior Training Specialist here at Abacus Next and he'll be our guide in our training today.
I'd like to introduce our speaker today, Scott Heist. This training will run for about 15 or 20 minutes and then we'll tack on another 10 minutes or so of Q&A to the end. We'll answer your questions in the order that we receive them at the end of the presentation.
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Well, before we get started, just a couple of quick housekeeping notes, please feel free to submit any questions you have throughout the presentation using our chat panel. Want to thank you all for signing up for today's webinar: Outlook Sync in Abacus Law. Thanks for showing up today, my name is Andrew Perez, and I'm Online Content Manager here at Abacus Next. Suzanne, Romy, Tammy, Kathy, Debbie, thanks everybody.Īll right everyone. If everyone could just please confirm you can not only hear me well, but you can also see our shared screen, just go ahead and raise your hand or just give us a shout out on the chat panel, that'd be great. If you would like to request a topic, please email Video TranscriptionĪll right.
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Since then, we have expanded to also provide free Results CRM and OfficeTools Software trainings. About Free Training Friday: Since the beginning of 2017, we have been holding these free, 30-minute training hosted by our industry-leading experts and innovators who will teach you about AbacusLaw, Amicus Attorney and the Abacus Private Cloud.
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