Can Notes be synced to Palm selectively?

[Rev. Dr. C. Scot Giles]

Hi Folks,

I'm a therapist and it is convenient to use Entourage to keep track of
client progress notes as well as appointments, contact info, etc. However,
there is a security problem having the progress notes synced to my Palm. If
the Palm were lost, my clients would have their confidential information at
risk.

I can set my Palm to always lock itself on when it is turned off, and so
everything will stay protected behind a password. However, it would be much
nicer just to be able to not sync those note files to the Palm at all.

I suppose I could just not sync the Notes at all, but I wonder if there is a
better solution.

In Outlook I could create a separate note folder that would not sync, but I
don't think I can do this in Entourage. Is there some other way to
accomplish the same result? All the notes in question share a common
category "Client Records."

Any suggestions would be appreciated. Thanks!

Scot Giles

 

[Rev. Dr. C. Scot Giles]

Hi Folks,

Just FYI in case someone else has the same problem.

I found that there is a workaround to having notes that you do not want to
sync to the Palm linked to Entourage contacts. The notes can simply be
dragged out of Entourage to another folder elsewhere on the computer (this
copies them to that location) and then deleted within Entourage. Then when
setting up the link to the contact, use Link to File and create a link to
the note file that was copied and is no longer in Entourage.

When you sync to the Palm the external linked files will not sync, but
within Entourage the link will still work and you can summon the note by
clicking on the link icon for the contact.

Scot Giles