Outlook Add-in

ALB

Outlook Add-in

Version 2.6.1

Manage your diary in Outlook, a mobile device or ALB and file emails directly to ALB.

REV1010816IS

Advanced Computer Software Group Ltd Booths Park 4, Chelford Road, Knutsford, WA16 8GS

t: +44 (0) 844 815 5620



Disclaimer

Copyright ? Advanced Computer Software Group Ltd 2016.

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Contents

Exchange Integration and Outlook Add-in ............................. 4

Introduction ................................................................................................ 4 Exchange Integration Introduction ........................................................... 4

Setup Exchange Integration ............................................................... 6 Add Appointments and Tasks ............................................................ 8 The Diary Queue ................................................................................ 12 Outlook Add-In Introduction ................................................................... 15 Incoming emails................................................................................. 15 Outgoing emails................................................................................. 19 Configuring the Outlook Add-In ....................................................... 20

Index .......................................................................................... 23

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ALB OUTLOOK ADD-IN 2.6.1

Exchange Integration and Outlook Add-in

Introduction

There are two parts to the Exchange and Outlook integration with ALB. The Exchange Integration provides a powerful tool allowing you to manage your diary in Microsoft Outlook, on a mobile device or within ALB, with all changes replicated throughout your connected devices. The Outlook Add-in enables you to file incoming and outgoing emails directly to an ALB record, with the option to print and/or record time as part of the process.

RELATED TOPICS ? Exchange Integration ? Outlook Add-in

Exchange Integration Introduction

A powerful tool to enable you to manage your diary in Outlook, a mobile device or ALB.

The ALB Exchange integration provides a powerful tool vital in todays' mobile world. Users can manage their diaries in Microsoft Outlook, on a mobile device or within ALB, with all changes replicated throughout their connected devices. Using the integration you can:

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CHAPTER EXCHANGE INTEGRATION AND OUTLOOK ADD-IN

? Create, update and progress ALB appointments and tasks in Outlook, on a mobile device in and ALB.

? Synchronise your diaries into one so all other users can see your commitments regardless of their chosen working environment.

? Manage appointments and tasks which have not been assigned a client or matter number in a diary queue within ALB ? useful if creating a lot of appointments on a mobile device.

When working in Outlook, a new easy to use panel allows you to select the client and matter, set the type of diary entry, its status, venue and colour ready for it to be pulled into the ALB Diary.

Any entry which does not have a client or matter associated with it, or has not been marked to do bypass the queue, will appear in the Diary Queue within ALB. The Bypass Diary Queue option should be used for user only appointments or tasks.

Within the ALB toolbar, users can easily access the Diary Queue which presents you with a list of tasks and appointments which need attention. You can choose to dismiss the items from the queue, assign en-masse or edit each one individually to assign missing data such as clients or matters. It is important to note that while an item is sat in the Diary Queue it still populates the ALB diary for that user. This queue also presents items created on a mobile device where the association with a client or matter is not possible.

Entries that are created in the ALB Diary will go straight to your Outlook calendar or task list.

Subsequent changes to any diary entries link between Outlook and ALB with automatically be propagated throughout all devices and applications connected to the service.

NOTE You should be aware that all appointments and tasks in Outlook, including those marked as Private, will be synchronised with ALB. If there

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