Use the ‘Dates’ tab to set up System and Custom dates in Trustee Suite for synchronization with your Outlook Calendar (see the screenshot below). Dates synchronization starts when a user enters a date in Trustee Suite. This date is sent from Trustee Suite to Outlook for display in the Calendar.
Note: Once a Trustee Suite date is entered in the Outlook Calendar, any changes made to that date, whether in Trustee Suite or Outlook, will be kept in sync with one another. This assumes the One-Way Synchronization on the ‘General’ tab is not enabled.
- Enable Date Synchronization – Select this checkbox to enable Trustee Suite Dates synchronization with Outlook (see the screenshot above).
- Tip – If you no longer want to have your Trustee Suite Dates synchronized, unselect the checkbox and the synchronization of dates will no longer occur.
- Trustee Suite Date Options – There are three options for selecting cases:
- All Cases – Selecting this option enables all cases in Trustee Suite to have dates synchronized; this includes all future Case Imports, Offloaded and Deactivated cases. This option is the default system option.
- Asset Cases – Selecting this option enables only cases marked as Asset to have dates synchronized; this includes all future Asset Cases, Offloaded and Deactivated cases.
- Selected Cases – Selecting this option automatically launches the Selected Cases screen enabling you to select a specific listing of cases to have dates synchronized. Once you have completed your case selection, the number of cases selected will show in parentheses at the end of the ‘Selected Cases’ link. These selected cases will be the only cases in Trustee Suite to have dates synchronized.
- Always include new cases – Select this checkbox to include all newly imported cases in Trustee Suite to your Selected Cases list. This option eliminates the need to continually manage your selected cases list when new cases are assigned to a trustee.
- Synchronize Dates – There are two options for determining which System and Custom Dates are synchronized with Outlook:
- All Dates – Selecting this option enables all available System and Custom dates to be synchronized with Outlook (e.g., the list below includes all available System Dates for Outlook Integration).
- Selected Dates (x) – Selecting this option automatically launches the Selected Dates screen enabling you to select a specific listing of dates (both System and Custom) to be synchronized. Once you have completed your date selection the number of dates selected will show in parentheses at the end of the ‘Selected Dates’ link. These selected dates are the only Dates in Trustee Suite that will be synchronized with Outlook.
4. Set Outlook Reminder – Selecting this option enables pop-up reminders in Outlook. Use the drop-down list to select the time that you want the reminder to appear in Outlook.