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Quick Start
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| 1. | Start ACT-Outlook Synchronizer. Click on the Windows Start Button and select ACT-Outlook Synchronizer. You'll get the screen below. You can also click on the icon that gets installed on the ACT! toolbar.
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| 2. Select your database. ACT-Outlook Synchronizer provides you with 2 methods of selecting your database:
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| 1. | Click on the Browse button and navigate to where your database resides. If your database requires a username and password, you will be prompted to enter the username and the password so that ACT-Outlook Synchronizer can access the data.
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| 2. | If you have ACT! open, click on the file menu and simply select the Retrieve Current ACT! Database. This instructs ACT-Outlook Synchronizer to use the database that you are currently using. If your database requires a username and password, you will still need to enter them.
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| 3. | Select how you want the data to appear in Outlook. Click on the Options Tab and select how you want your contacts to be filed as in Outlook. By default, ACT-Outlook Synchronizer files the contact with Last, First format. However, if you prefer the contacts to be filed in a different format, this is where to change it.
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| If you are running ACT-Outlook Synchronizer for the first time and want to copy all the contacts from ACT! into Outlook, disable Duplicate Checking so that the contacts are copied in their integrity. Otherwise, some contacts may be merged in Outlook due to duplicate checking.
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| 4. | Select which activities you want to synchronize. Click on the Activities tab and here you'll select which activities you want to synchronize with Outlook.
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| By default, all ACT! activities are selected to be synchronized. When ACT-Outlook Synchronizer is first installed, only activities that are 3 months or younger are selected for synchronization. However, you can change this by resetting the date in Activities Date Filter.
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| Outlook Subject Line modification settings instructs ACT-Outlook Synchronizer to modify the Outlook activity subject line with information that is pertinent to the contact. For more info, click here.
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| You are now ready to perform your synchronization. Click on the All Button and all your contacts and activities will then be synchronized.
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| Full Two-Way Synchronization with Item Addition and Removal
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| A full two-way synchronization encompasses the removal of activities and contacts when they are removed in either Outlook or ACT!. For example, if you delete an activity in Outlook, you want the same activity to be removed from ACT! when you synchronize. The same occurs with contacts. Hence, to achieve this capability you must enable the flags in the Sync Options Screen to remove Activities and Contacts.
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| Here you must enable the removal options for activities as well as for contacts. If you only want removal synchronization for Activities and not contacts, disable the removal options in the Contact Synchronization Options, namely Remove ACT! Contacts when removed in Outlook and Remove Outlook Contacts when removed in ACT!.
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| Dominant Database
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| When synchronizing databases, it is often found that the record being synchronized has been modified in both ACT! and in Outlook. This parameter ensures which data is to override when such events occur. If you've been on the field and the data in Outlook is what you want to be dominant, set Outlook to be the dominant database. Otherwise, if you've been working in ACT!, make ACT! the dominant database so that the changes are then properly applied.
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| Enabling History Transfer
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| By default, ACT! history is transferred to each contact as well as Outlook Body Text is transferred back. When first run, only 3 months of history is transferred. You can change this to older events as well as adding move history events to transfer (like Field Changed...).
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