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PlanPlus™ Online SYNC UtilitySYNC Your PlanPlus™ Online Contacts, Tasks and Appointments with Microsoft® Outlook®Installation and User Notes: Posted May 25, 2011 Latest version is v 3.0 build: 3114 |
What's New
- Sync Contacts, Tasks and Appointments consistent and "in-sync" between Microsoft Outlook
and PlanPlus™ Online even as new information is added and edited from within either
application - Compatible with Microsoft Outlook 2010, 2007, & 2003
- Sync Priority and Rank between PlanPlus for Microsoft Outlook or High, Medium & Low from
Outlook
What you should know before Sync
- If you have multiple computers, each with their own Outlook, you will have to choose one to
begin the sync. Syncing from different Outlook data sources may lead to duplicates in each database. - Outlook Contact information is considered to be your private data and is flagged as private upon
being brought into PlanPlus™ Online. In order to share those Contacts with other users in the
account, the Contact records will have to be de-selected as private. A "private" Contact attribute
will appear next to the private Contact's name in the Contact edit window. - If you are a PlanPlus™ for Outlook user, SYNC needs to differentiate between Daily and Master
tasks. For SYNC to do this, you must visit the "Startup Page" inside PlanPlus™ Online Setup
Wizard, Personal Preferences Calendar/Tasks at the bottom of the page "Sync With" Select
PlanPlus™ for Outlook. - The PlanPlus Online Sync Utility will not sync PlanPlus for Outlook Mission Statement, Goals,
Compass and Daily Notes.
ATTENTION: If you have previously imported Contact information and then perform SYNC, you will get duplicate Contact records. If duplicate Contact records appear, click here to review a procedure for removing duplicate Contact records.
Notice in some cases where users of the sync utility have used earlier versions and may have installed the utility in a directory different than the default it is possible to introduce duplicates into the database. It is advisable to make sure that any previous installations are removed.
How To Download and Run PlanPlus™ Online SYNC |
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Step 1:Running the downloaded file will add two items to your desktop - A Setup icon and an Execute icon. Either can be used to run the synchronization. |
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Step 2:Provide your login information for PlanPlus Online Account Sync errors email: |
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Step 3:Configure your sync settings |
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| Choose your Transfer Method from the Transfer Method tab |  |
| Choose your Applications from the Application Tab |  |
Step 4:Set the Auto Synchronize settings |
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Step 5:Finish, Synchronize your data, AS A PRECAUTION YOU SHOULD BACKUP YOUR OUTLOOK DATA PRIOR TO THE 1ST SYNC. |
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