AdvologixPM

Save & Sync an Individual Contact

Updated on

With the AdvologixPM Connect Toolbar (MS Outlook integration) you can save & sync an *individual contacts, individual tasks, individual events, and individual emails.

In Addition:

  • The AdvologixPM Connect Toolbar allows you to attach emails, tasks and events to matters (something Force.com sync tool can't do)
  • The AdvologixPM Connect Toolbar allows you to Add billings from your Advologix records (provided synced with outlook), from within Outlook.

Open Outlook

Open Outlook

Choose Contacts

Choose Contacts

Select Contacts in the lower left corner of the Outlook Application.

Select a specific Contact

Select a specific Contact

Double click on the contact Data Card (Center of Outlook) to open the contact detail record.

Contact Detail record

Contact Detail record

Click Save & Sync

Previous Article Change Advologix for Outlook Login Information
Next Article Save & Sync an Individual Email