Article ID: 8822

The Outlook Synchronization Link Options - Staff Options Window

Use the Outlook Link Options - Staff Options window to pair or match LexisNexis Total Practice Advantage users with their respective Outlook Address Book entries.

When synchronizing to Outlook, the Outlook Address Book Entry replaces the matching LexisNexis Total Practice Advantage Staff. When synchronizing to Outlook, the LexisNexis Total Practice Advantage Staff replaces the matching Outlook Address Book Entry.

LexisNexis Total Practice Advantage Staff apply to Outlook in the following ways:

  • For Calendar Items, Staff Members match with the Required Attendees. If there are no Required Attendees, the Staff Members defaults to the currently logged in user.
  • For new Task Items, the Staff field matches with the Owner field (Outlook Mailbox Owner Name). Outlook hides the Owner field within the Task. If the Owner cannot match to a LexisNexis Total Practice Advantage Staff Member, the Staff Code defaults to the currently logged in user.

Take the following steps to match LexisNexis Total Practice Advantage Staff with Outlook Address Book entries:

  1. Click to highlight an entry in the Outlook Address Book(s) list.
  2. Click to highlight the LexisNexis Total Practice Advantage Staff that you want to match with on the Practice Advantage Staff list.
  3. Click Match to pair or match the selected LexisNexis Total Practice Advantage user with the selected Outlook Address Book entry.
  4. Repeat steps 1 through 3 to match all the remaining LexisNexis Total Practice Advantage Staff.