Outlook Integration: Customizing Outlook Fields

November 2018    Tags: Calendar, Contacts, Outlook Integration, PracticeMaster

I’ve created several custom fields in my Calendar and Contact files (e.g., Docket No.). Is there a way I can get the new fields to sync over to Outlook?

PracticeMaster has the ability to customize which fields synchronize with Outlook. You can select which PracticeMaster field values to display in Outlook’s Subject or Description fields for Calendar records. When synchronizing contacts to Outlook, you can select which PracticeMaster fields to map to their corresponding Outlook fields. These features make it easy to display custom calendar and contact information from PracticeMaster in Outlook.

To specify which fields are displayed in the Subject field of Outlook Calendar records

1. From the PracticeMaster Maintenance menu, point to Integration and select Outlook Synchronization.
2. On the Calendar tab, in the Synchronization Options section, select the Customize what fields display in the Outlook subject check box.
3. Click the Select Fields button.
   1. In the Available Fields column, double-click each field you want to include in the Subject field of the Outlook calendar records. This moves the field to the Display Fields column. Likewise, double-clicking a field in the Display Fields column moves the field back to the Available Fields column.
   2. In the Display Fields column, optionally change the order in which fields are displayed using the  (Move Up) and  (Move Down) buttons. (Note: The Description field must be the first or last field in the Display Fields column.)
   3. Click OK to close the Select Subject Fields window.
4. Click OK.

To specify which fields are displayed in the Description field of Outlook Calendar records

1. From the PracticeMaster Maintenance menu, point to Integration and select Outlook Synchronization.
2. On the Calendar tab, in the Synchronization Options section, select the Customize what fields display in the Outlook description check box.
3. Click the Select Fields button.
   1. In the Available Fields column, double-click each field you want to include in the Description field in the Outlook calendar records. This moves the field to the Display Fields column. Likewise, double-clicking a field in the Display Fields column moves the field back to the Available Fields column.
   2. In the Display Fields column, optionally change the order in which fields are displayed using the  (Move Up) and  (Move Down) buttons.
   3. Click OK.
4. Click OK.

To specify which fields are displayed for Outlook contacts

1. From the PracticeMaster Maintenance menu, point to Integration and select Outlook Synchronization.
2. On the Contact tab, in the Synchronization Options section, click the Field Mapping button.
   1. In the Outlook fields column, select the desired field.
   2. In the PracticeMaster Fields column, double-click the highlighted space or field and select the PracticeMaster field you want to be shown in the selected Outlook field.
   3. Click OK to close the Outlook Contact Field Mapping window.
3. Click OK.

Any changes to the field settings will trigger a Critical Synchronization. This process updates previously synchronized records to use the new settings.