Click the gear icon to access your settings.
Login
This section allows you access to your sign in information. You can also customize proxy settings if your network requires it.
Dates
Use this to change the date format to the one used by your Infusionsoft application.
These settings allow you to choose your attachment preferences.
Person
Make sure the phone types names match the names in your Infusionsoft application. (CRM > Settings > Phone Types)
Sidebar
This allows you to hide the sidebar from Outlook and change the location of the sidebar.
Sync
This allows you to enable syncing appointments and tasks between Outlook and Infusionsoft.