If you add a new Contact record in Outlook, a new record will be created in Mortgage Quest only when the Outlook category is set to either MQBorrower or MQContact.
When you change Outlook Contact records, that information is transferred to linked Mortgage Quest records automatically. For example, if you add a note to an Outlook Contact record, the note is changed in the corresponding Mortgage Quest record dynamically. A Mortgage Quest option is available to enable or disable this Outlook Events feature.
It is recommended that you first synchronize your Mortgage Quest data with Outlook before changing records directly in Outlook. Synchronizing your data ensures that Outlook records are linked correctly with Mortgage Quest Borrower and Contact records.
To enable/disable the Outlook Events feature:
1. Start Mortgage Quest.
2. Select Tools / Options and the Outlook tab.
3. Mark or unmark Enable Events.