System Setup
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The Advantage & Outlook Add-In allows for a two-way integration between Windows Microsoft Outlook and the Webvantage Calendar of non-task calendar appointments. This feature also allows for one-way integration with Advantage and the Outlook Calendar (Advantage to Outlook only).
The user may login or log out of the Advantage & outlook Add-In at any time and the Outlook Sync may be activated or de-activated by the user at any time. The option to synchronize an Employee's calendar with Webvantage calendar is set in Advantage | Maintenance | Accounting | Employee - Alerts & Settings tab.
Appointments created in Outlook are synced with the Webvantage Calendar (may require Calendar page to be refreshed). Appointments that are created in Webvantage are synced with Outlook when an email is received through Outlook and then will display on the Outlook Calendar.
Modifications to shared appointments (Edit / Delete) are also synced using the same method, including using the drag/drop method from both Webvantage calendar and Outlook.
The Advantage & Outlook Add-In include a 32 and 64 bit installation uses Microsoft Outlook 2007 or 2010. Once the Add-In is installed Outlook will display an Add-Ins
tab:
From the Outlook menu, locate the Advantage Add-In from the Menu | Add-Ins | Advantage | Settings.
Sync Outlook and Advantage Appointments (two-way sync). This option requires logging into the Advantage database (see next step).
Sync Advantage Appointments Only (adds Webvantage appointments to Outlook but does not add Outlook appointments to Webvantage). This option does not require logging into the Advantage database from Outlook.
None - Click on None to temporarily de-activate.
On the Advantage Outlook Add-in Settings, click the Log In button.
Log into Advantage / Aqua by entering the Server, Database, User Name and Password (Standard Advantage User ID and password). The Login links Outlook to Webvantage through the standard USER ID. The employee's correct Email address must exist in the Employee file.
The Advantage Outlook Add-in Settings popup will display the User ID / Employee name that was used when logging into Advantage. Select the sync option: Sync Outlook and Advantage Appointments checkbox (two-way sync), select Sync Advantage Appointments Only to add Webvantage appointments to Outlook (one-way sync) or select None to temporarily de-activate the Add-in and then click the OK button.
To logout of the Advantage Outlook Add-in, on the Advantage Outlook Add-in Settings popup click Log Out.
System Setup