PracticeMaster Q&A: Outlook Synchronization Settings Report

October 2020    Tags: Outlook Integration, PracticeMaster, Reports, Users

I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don’t have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?

The Outlook Synchronization Settings Report can be run to help determine which users still must be set up. Only users who are set up to synchronize PracticeMaster and Outlook will be included on the report.

To run the Outlook Synchronization Settings Report

1. From the Maintenance menu, point to Integration and select Outlook Synchronization.
2. From the Synchronization Options tab, in the Synchronization Settings Report section, select Include all users with Outlook Synchronization enabled.
3. Click the Print Report button.