iOS (iPhone / iPad)

These instructions will help you prepare to setup your PlanPlus Mobile app on your iOS device.

1. Verify the Accounts (Mail, Contacts, Calendar)  on your device.
   1. On your iOS Device:  Home>>Settings>>
      
   2. Select: Mail,Contacts, Calendars:
      
   3. Which of the Accounts that is setup on your phone do you want to sync to PlanPlusOnline?
      Note: PlanPlusOnline will not have its own “Account” in your list of accounts. You will need to choose one of your existing accounts if you want to Sync your PlanPlusOnline calendar.
      If you don’t see the account you need, you may need to add it here using the “Add Account” option.

1. Download the app to your mobile device.
2. Open the app.
3. Connect your PlanPlusOnline account in the mobile app Sync Settings.
   1. Settings>>Sync Settings>>Sync Method Settings.
4. Configure your Calendar Sync Settings
   1. Choose a Default Calendar. This is the calendar that all PlanPlus Online related appointments will be written to during sync.
   2. Choose any additional Apple Calendars to display in mobile app: These are other calendars that can be displayed in the PlanPlus Mobile app.  These calendars will be displayed in the mobile app but appointments on these other calendars will not necessarily show up in your PlanPlus Online  cloud account.

Nothing is syncing

• Check credentials.  Login successful?  If problem persists, please submit a case to our support team.
• Did you press the Sync button? For the time being, you must initiate the sync by pressing the Sync button.
• Try syncing one record type at a time (Contacts OR Tasks Or Calendar). This might help narrow down which record type is actually having the problem.

Some records did not sync

1. Open the record, click “Update/Save” to refresh the last update stamp.
2. Sync Again.  Press & Hold the Sync button. Select “Re-read all data”
3. If problem persists, please submit a case to our support team and indicate which records are not syncing by providing 2-3 examples.

Some duplicate contacts or duplicate appointments. (Only a few records are duplicating) 

1. 1. Do any of the duplicate records have non (a-z , 1-9) characters such as <,*$,#,”,>? If so, try removing these characters and Re-sync.
   2. Disable any other sync connections you may have configured.
      1. Disable Outlook 365 cloud sync connector (See instructions below)
      2. Disable Google cloud sync connector (see instructions below)
      3. Disable or Uninstall Outlook desktop Sync utility (link to instructions below)
   3. Re-Sync.  Did it work?
      1. Still a problem? Send 3 examples of records that duplicated and 3 examples of records that did not duplicate
   4. If problem persists, please submit a case to our support team and indicate which records are not syncing by providing 2-3 examples.
      

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Everything is duplicated.  

1. 1. You may have setup a circular sync.  If you have configured more than 1 sync connection begin by removing one of them.  Leave one sync connection.
   2. Give it 1-4 hours to ensure that you are not still having duplicates.
   3. you can contact our support team to run a de-duplicate process on your duplicated records.

Problem with Recurring Appointments

1. Delete recurring appointments in mobile app.
2. Setup all recurring Appointments/Tasks in Online.
3. Re-Sync.  Did it work?
4. Still a problem? Send sync log to support.

Intermittent sync issues

1. Possible problem connecting to server. Try again.

Problem with Recurring Tasks

1. Only 1 instance of recurring tasks will sync. We recommend setting up task recurrences on the browser.

How to Delete Individual duplicate contacts, tasks, and appointments
In PlanPlusOnline web account:

1. Search for duplicate records by name.
2. Click on the 3 yellow dots to the left of the duplicate record
3. Click “Delete”
4. Repeat for each contact.