Once the ‘Calendar’ tab has been set up in the Outlook Configuration screen (see Calendar, Tasks, Professionals and QuikDocs Tabs), data will begin to flow real time between Trustee Suite and Outlook.
Calendar synchronization originates from Trustee Suite and is sent to Outlook. After a Calendar entry is created in Outlook from Trustee Suite, a linkage is established between Outlook and Trustee Suite and any changes made to that date in Outlook will be kept in sync with the date in Trustee Suite.
Note: Calendar entries that originate in Outlook are not synchronized into Trustee Suite because Outlook is not able to determine the appropriate case in Trustee Suite with which to synchronize.
Use the table below to see how updates in Trustee Suite or Outlook affect the synchronization of Calendar items:
- Action Item – This column describes where and how the data is first changed.
- Date Change – A ‘Yes’/’No’ in the Calendar column describes if the action item makes a corresponding change to the Calendar in the other system.
| Action Item | Calendar Change |
| Added in Trustee Suite | Yes |
| Changed in Trustee Suite | Yes |
| Deleted in Trustee Suite | Yes |
| Added in Outlook | No |
| Changed in Outlook | Yes |
| Deleted in Outlook | No |
EXAMPLE – If an action involves deleting a Calendar entry in Outlook, the corresponding change is not made to the Trustee Suite Calendar entry.
When a Calendar entry is synchronized from Trustee Suite, the following fields are mapped into Outlook:
| Example | Trustee Suite Field | Outlook Field |
|
1 |
Case Number | Subject |
|
2 |
Description | Subject |
|
3 |
Date | Start Time |
|
4 |
Beginning | Start Time |
|
5 |
Ending | End Time |
|
6 |
Private | Private |
EXAMPLE – The image below is an example of how a Trustee Suite Calendar entry would appear in the Outlook Calendar Details screen (the example numbers in the table above correspond with the purple numbered comment boxes in the screenshot below).
