Sharing Data with Microsoft Outlook and Microsoft Word

You can coordinate or share certain types of Info Center and activity data with the other software applications that your firm uses. Vision offers ways to share data with Microsoft products.

Microsoft Office Integration

The Integration utility allows you to integrate Vision information with Microsoft Word and Outlook. This includes sharing client, contact, lead, and activity information; inserting Vision opportunity record information or text library text into PowerPoint presentations; and searching text library records for data to include in Word documents. You can also automatically generate Vision clients, contacts, and activities, and even search the database directly from your desktop.