You can coordinate or share certain types of Info Center and activity data with the other software applications that your firm uses.
Vision offers two ways to share data with Microsoft products.
Deltek
Vision Connect for Microsoft Outlook
If you use the
Vision Connect for Microsoft Outlook (CMO) application, you can synchronize calendar events and tasks between
Vision and Microsoft Outlook. You perform the synchronization from the Connect for Microsoft Outlook application. See the online help in Connect for Microsoft Outlook for more information.
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.