AdvologixPM

What does AdvologixPM Connect do?

Updated on

This article illustrates what AdvologixPM Connect does.

With the new AdvologixPM Connect Toolbar (2011 MS Outlook integration) you can save & sync an individual:

  • Contact
  • Task
  • Event
  • Email

The AdvologixPM Connect Toolbar allows you to attach an individual email, an individual  task or  an individual event to Matters (something Force.com sync tool can't do).  The AdvologixPM Connect Toolbar allows you to Add Billings for your Advologix records (provided record has been synced with outlook), from within Outlook.  Click this link for directions on how to download/install the Latest AdvologixPM Connect Toolbar (MS Outlook integration).

You will need to install and use Force.com's "Salesforce for Outlook" to sync multiple contacts, multiple tasks, multiple events, or multiple emails).  For additional details on loading Force.com's "Salesforce for Outlook".  Your Name | Setup | Personal Setup | Desktop Integration | Salesforce for Outlook.  Additional details on Installing The Force.com Sync Client For Outlook.

Previous Article AdvologixPM Outlook Toolbar & Connect Sidebar Features
Next Article AdvologixPM Connect For Outlook: Package Component Install