PracticeMaster Q&A: Do Not Sync Option for Contacts

December 2019    Tags: , ,

We are going to be implementing Contact integration with Outlook. However, we have certain contacts that we don’t want to be sent to Outlook. Is there a way to exclude these from being synchronized?

Selecting the Do Not Sync check box in the Contact file will prevent the contact from being synchronized to Outlook for all users.

To mark a contact as Do Not Sync

  1. From the File menu, point to Open and select Contact.
  2. Select the desired contact.
  3. On the Contact tab, select the Do Not Sync check box.
  4. Press Ctrl+S.

Note: The Do Not Sync option prevents the contact from synchronizing to Outlook for all PracticeMaster users. To limit which contacts synchronize for individual users, you can set up contact synchronization filters instead. For more information, see Knowledge Base Article R11488, “Controlling Which Contacts Synchronize Between Outlook and PracticeMaster.”

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