PracticeMaster Q&A: Preventing Contacts from Syncing to Outlook

June 2022    Tags: Contacts, Email, Outlook Integration, PracticeMaster

Our firm has recently started synchronizing contacts with Outlook. How can we prevent specific PracticeMaster contacts from synchronizing to Outlook?

There are multiple ways to prevent PracticeMaster contacts from synchronizing to Outlook. The simplest method is to select the Do Not Sync check box on the contact record.

To prevent a contact from syncing with Outlook

1. In the Quick Launch, search for and select “Contacts.”
2. Double-click the contact you want to change.
3. Select the Do Not Sync check box.
4. Press Ctrl+S.
5. Repeat steps 2-4 for each contact you want to prevent from syncing.

In addition to this method, you can also filter contacts by timekeeper, category, or using a custom filter. See Knowledge Base Article R11488, “Controlling Which Contacts Synchronize Between Outlook and PracticeMaster,” for more information on these additional methods.