Customizing the Database > Configuring the Outlook/Exchange Links

Configuring the Outlook/Exchange Links

The Amicus Attorney-Outlook/Exchange Links are a synchronization feature:

Contacts & Calendar Link: Aligns the information contained in your People/Contacts, Appointments, and To Do's/Tasks in both Amicus and Microsoft Outlook. You can configure the Link to synchronize any combination of People/Contacts, Appointments, and To Do's/Tasks in either direction or in both directions.
E-mail Link: Enables you to view, save, and manage your Outlook e-mails, including attachments, directly from Amicus.
You can configure the Links for either Outlook standalone (without Microsoft Exchange) or for Outlook with Microsoft Exchange.

We strongly recommend that you read the "Outlook/Exchange Contacts & Calendar Link Guide" and "Outlook/Exchange E-mail Link Guide" before performing the configuration.

To configure the Links at the administrative level, go to the Office > Firm Settings and select Contacts, Calendar and E-mail under the Outlook /Exchange Link heading. In the dialog that appears, click Configure and fill in the dialogs as desired.
Once this firm configuration is completed, users can configure their Contacts & Calendar Link preferences and/or their E-mail Link preferences, and then either perform the Initialization process themselves (if using the Outlook client-side Link) or request an Amicus Administrator to schedule an automatic initialization (if using the Exchange Server-side Link).

If a user has chosen an Outlook client-side Link, their Outlook data needs to be backed up before Initialization. Initialization is a transaction-intensive process that should be coordinated across users and be run during off-business hours, but not during the period when Firm Daily Checks occur (approximately midnight to 1 am).