Using PracticeToGo > Viewing SoftDent Data in Microsoft Outlook

Viewing Memos

In Microsoft Outlook, your SoftDent memos transfer to the Microsoft Outlook Tasks.

TIP:TIP:To easily view memos in the Microsoft Outlook software, select to "view by category." In the Tasks list, select View > Arrange By > Categories.

To view memos in Microsoft Outlook:

1. Open the Tasks list.

2. If you have elected to view "by category," the information in the task list is divided into categories. The SoftDent category is called SD Memos.

3. The category is displayed in the list, if an entry or entries for that category have transferred during the data sync.

2. To view the SoftDent memo record list, click the plus sign. The list of records that transferred during the data sync is displayed.

3. To open an individual record in a category, select the record, and double-click the entry to open it.