Only applicable to the direct link with Exchange (Not Outlook Standalone)
To verify how you are set up access Preferences – Links – Email
If your email is no longer syncing with Amicus do the following:
First access Firm Settings -> Exchange Management and check for the status of your email account (enabled, scheduled, invalid password, not enabled
If your account shows Invalid Credentials:
- Go to Preferences – Links -Email – Step 1 – and add in your Exchange password and select Test Connection. If you receive the error your credentials are invalid speak to your IT Dept. to get your new Exchange password and try again. If successful proceed to Step 2.
- If your status shows as Enabled or Not Enabled proceed step 2.
Select Preferences – Links – Email – Step 4
Check off ‘Review the User Guide’
Select ‘Apply my Auto-Save settings to my email and select the option 'Since the day of my last synchronization’
Select Advice Amicus Administrator…' and then Send Sticky
You will receive the following message, click OK
You will receive a sticky advising that a request has been sent to the Amicus Administrator(s) to schedule your synchronization. (If you are not an Amicus Administrator you will not receive this sticky.)
Access Firm Settings -> Exchange Management
Right click on Pending and select Open Admin Profile
Schedule the exchange synchronization.
If you are scheduling multiple users you may want to stagger the start times dependent upon their Exchange stores.
When the exchange synchronization is completed the user as well as the Amicus Administrator(s) will receive a sticky to confirm it is completed.
When you access your Communications Center you will see your email.