1. Does Outlook have to be open for the sync to run if it's set on a schedule and not being ran manually?
No. The state of Outlook does not matter at any point. If Outlook is not open, it will be opened "in background" to get the necessary info.
2. What if there are multiple profiles within Outlook on one system, which one does the sync run with?
The sync client will warn if the profile has changed.
However, this introduces a different issue. We store our tracking files on the current PC. So it is not going to work well to have one user's data in sync, but another user using that PC.
Outlook Sync Setup
To sync your Outlook to PlanPlus Online you will go to cog wheel in the top right hand corner of your PlanPlus Online the page and click Start Page. Scroll down to find "Sync With Outlook" and click here. You will then download the sync utility by clicking the green button off to the left. The instructions on how to do everything from here are in this window if you scroll down.
Once you download the sync utility it will have two icons on your Desktop. Click on the one that says PlanPlus Online Sync Setup. Here you will fill out your credentials and your Sync URL is going to be:
http://sync.planplusonline.us (Their server should be the sync URL, 02, 05, or 06)
Click next and then click on Configure. Under the Applications tab you can choose whether you want tasks, calendar, and contacts to sync. Continue through the setup until finished. Then click Synchronize.
This will sync your Contacts, Tasks, and Calendar.
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| Solution #: | 801558 | | Type: | Knowledge Base | | Status: | Published | | Print |
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