Advice and answers from the PracticePanther Team

Search results for:outlook

How to Export Data from Outlook

Migrating to PracticePanther from Outlook… To export your data from Outlook, follow the instructions below:… Procedure for exporting data from Outlook on the web:

Using LabelSync with Outlook desktop version

Using LabelSync with Microsoft Outlook… You will have your PracticePanther contacts and matters synced to your Outlook!

Automatically syncing emails from Outlook

Automatically forward your emails from Exchange/Outlook to PracticePanther… If you would like to have any incoming emails in your Outlook forwarded to PracticePanther for reference… follow the steps below: 1) Open up Outlook. 2) Select an email from a contact you want to auto-forward

Syncing Outlook with your PracticePanther calendar.

Sync your calendar with Outlook.com… webcal://app.practicepanther.com/Activity/iCal". 1) Copy the unique link found on this page. 2) In Outlook.com

Installing the Microsoft Office 365 Calendar Sync

How to sync your Outlook and PracticePanther calendars… Steps to Authenticate Outlook… Prior to connecting the new integration, we recommend performing an export of your PracticePanther Outlook

Syncing your PracticePanther calendar with your Microsoft Outlook calendar

Sync your calendar with Microsoft Outlook… Option 2: One-way sync using Outlook… Watch the video or follow the steps below to sync with Microsoft Outlook

Automatically send emails to their label in Outlook

How to auto-forward emails into their respective label in Outlook for archiving… Through LabelSync, PracticePanther automatically creates folders for each of our contacts in Outlook… Create a rule to automatically send emails from your contacts into their respective labels in Outlook

How do I import my current Outlook events into PracticePanther?

Import your current Outlook events into PracticePanther… You can transfer all of your personal events from your Outlook Calendar, to your PracticePanther calendar… Note: Events created in Outlook can take up to 30 minutes to pull into PracticePanther

Fixing email sync when some Outlook folders are not showing

Depending on which version of Outlook you are using, you may have to "subscribe" to the folders in Outlook… [Inline Video] Navigate to a contact or matter that is not showing in Outlook and check that email sync… 6) Wait 5-10 minutes for the Outlook PracticePanther folder to update

Outlook Add-in for Office 365 and Microsoft Exchange

Use the PracticePanther Integration for Outlook Desktop to create new contacts, time entries and log emails… The icon may vary depending on your Outlook version (some Outlook version call it "Get Add-ins" instead… To connect Outlook (Desktop Version) and PracticePanther, watch this video or follow the steps found below: