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Home → Support → CaseKnowledge → Using Today in the Public or Personal Folders of Outlook

Using Today in the Public or Personal Folders of Outlook

Whether to install Today to the public folders or personal folders in Outlook depends upon how you and your firm manage your client database(s).

If you share your client database and you want to manage it centrally, put it on a webserver on the network. Follow the information in the online help topic Public Folder Setup.
If you want to maintain client records separately from those of the firm, set up Today in your Outlook personal folder. Follow the information in the online help topic Personal Folder Setup.