In the Contacts Module, select the "Outlook" menu at the top of the screen. There are 4 ways to exchange Contact data between the Practice Information Powertool 2010 and Outlook:

1) Sync SINGLE Contact with Outlook...
2) Sync ALL Contacts with Outlook...
3) Upload ALL Contacts to Outlook...
4) Download ALL Contacts from Outlook...

In the Calendar Module, select the "Outlook" menu at the top of the screen. There are 4 ways to exchange Calendar data between the Practice Information Powertool 2010 and Outlook, but only 3 are available from the "Outlook" menu:

1) Sync ALL Contacts with Outlook...
2) Upload ALL Contacts to Outlook...
3) Download ALL Contacts from Outlook...

To synchronize a single calendar event, use the "synchronize" button located to the right of the specific Calendar Event in the Calendar Day View screen

Outlook Contact Sync Menu
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Outlook Calendar Sync Single Calendar Event
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In order to synchronize Contact/Calendar data, the Practice Information Powertool 2010 compares each data field for modifications. If a data field in your PIP Contacts/Calendar is different than a data field in Outlook, you are presented with a screen that allows you to choose which Contact/Calendar record is the most up-to-date. Modified fields are highlighted in yellow so they can be easily identified.

The Upload and Download features were designed to allow you to quickly update all of your Contact/Calendar data in one simple operation.

For new customers who already use Outlook to store their Contact data, the "Download ALL Contacts from Outlook..." feature will immediately populate your PIP Contacts Module with data, alleviating the need for manual entry of your Contact data. The same process is available for downloading Calendar Events from Outlook. Once the Calendar Events are in the PIP, you can assign the events to their respective case files.

For current PIP users, the synchronization modules provide a quick and convenient way to transfer PIP Contact/Calendar data to your Smartphone. Use the "Upload ALL ..." feature to send the specified group of Contacts/Calendar Events to Outlook, and then sync your Smartphone with Outlook. It's that easy!