AdvologixPM

Save & Sync an Individual Event

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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 Calendar

Choose Calendar

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

Select a Specific Event

Select a specific Event

Double-Click on the event (from the calendar) to open the event detail record.

Event Detail Record

Event Detail record

Click Save & Sync

Sync Definition Window

Sync definition Window

Choose Who (Contacts) and What (Matters)

Bill if you want (See:

Click Sync

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