Archive for August 18th, 2011

Outlook Integration Guide

As firms and resellers install version 16, one of the most common topics for support calls is Outlook integration.  We’ve created an Outlook Integration Guide to help you and your clients understand the nuances of setting up Outlook integration.  This guide is a 35 page PDF located with our other manuals.  From our main web page, it is found under Support|Documentation|Manuals Version 16.  A few of the items you’ll find are:  

  • Getting started
  • Basic concepts               
  • Synchronization types
  • PracticeMaster & Outlook integration with Microsoft Exchange
  • PracticeMaster Platinum Exchange Connector Integration
  • FAQ
  • Troubleshooting
  • Technical information

Contact a member of Technical Support at 402-419-2210 with any questions regarding Outlook integration.

Version 16 updates

The update process is well under way.  Our plan is to update customers on maintenance when version 16 was released by year’s end.  If you have a firm that would like an update earlier, contact a member of the Sales Department.  These updates are sent in batches, and usually get sent out every two to four weeks.