You can link appointments, deadlines, and reminders that you manage in Lexolution to your Exchange environment, making them available in MS Outlook and on your mobile devices. Lexolution contacts and MS Outlook tasks and contacts are not linked.
Ensure the following points as prerequisites for communication:
For the Exchange connection, you need an Exchange Server with version 2010 and MS Office 2010 or 2013.
In the server configuration, you must activate the Exchange connection for appointments and/or deadlines and/or reminders firm-wide.
If you want to prevent individual employees from synchronizing appointments, deadlines, and reminders with Exchange, either do not enter their Exchange email address in the employee's communication record or do not mark the communication record as a VCard.
The assignment of employees from Lexolution to participants from MS Outlook can only occur if the email address stored for the employee in Lexolution matches the Exchange email address and this communication record is marked as a VCard.
Due to professional reasons and technical constraints, some of which are caused by Microsoft, the Exchange connection has limitations, for which we want to provide you with some guidance:
For appointments with multiple employees or participants, an organizer is always required in MS Outlook. Since Lexolution does not provide for naming such an organizer, you must first save the appointment in Lexolution only with the employee who should become the organizer on the MS Outlook side. You can then add additional employees.
If you add a file to appointments, deadlines, or reminders in Lexolution, the file name is not transferred to MS Outlook. If you need this information, enter the file name in the subject (for appointments) or in the note (for deadlines and reminders).
The same applies to the external file reference and the file participant for deadlines and reminders.
Lexolution only allows you to manage individual appointments. Therefore, you must ensure that recurring appointments in MS Outlook are updated in Lexolution if you need them there.
File attachments in an MS Outlook appointment are not synchronized to Lexolution. If you want a note about the files in Lexolution, write this in the description field in the MS Outlook appointment.
Meetings canceled in MS Outlook are not automatically deleted in Lexolution. Always check to ensure that this appointment is also deleted in Lexolution.
Confirmed appointment requests from external contacts in MS Outlook are not synchronized to Lexolution.
Initial Transfer
The period for the initial synchronization is set to 2 weeks in the past.
There is no time limit for the future.
Private Appointments
You have the option to transfer private Outlook appointments to Lexolution. For private Outlook appointments, only the date, time, employee, and appointment type "Outlook Private" are transferred to Lexolution. Private Outlook appointments cannot be changed in Lexolution.
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