The Main Screen

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The Outlook Folders Tab
In the Outlook Folders Tab, the destination folders where ACT-Outlook Synchronizer deposits the data are defined.

With ACT-Outlook Synchronizer you can select which Outlook folder you want to deposit or update the data from the ACT! 2000 database. By clicking on the Pick Folder button, the form pops up which then allows you to enter the destination folder(s) for your Synchronization. Make sure that the folder selected matches the type that has been requested i.e. Contact Folder should be of type Contact Folder; Appointments folder should be the same as a Calendar folder, etc..

These folders do not have to reside on your local machine. If your current version of Outlook can find the folders, ACT-Outlook Synchronizer can find them as well. If a folder is left empty, ACT-Outlook Synchronizer will deposit the information in the default folder for that type of information i.e. all Appointments will be created using the default Calendar folder.

ACT-Outlook Synchronizer Toolbar

There are seven icons in the toolbar that perform the following:

View. When pressed, the View button will display all the contacts in the database. From this viewer, you can consequently select which contacts you want to synchronize and then press the synchronize button.

When you receive the select contacts screen, you can select single contacts or multiple contacts to synchronize. Use the mouse with either the control key down (for individual selections) or with the shift key (for a range of contacts) and select the contacts you want to select.   The Select Contacts screen is displayed in using 3 filters selected from the View Drop-Down Menu:   · All. Open Filter, you get to see all the contacts.   · A2O Group. Here, the filter used is the group selection active in the Group and Lookup tab.   · A2O Lookup. The filter applied here is the filter setup in the Group and Lookup tab.

A2O Group. This button synchronizes only the contacts selected in Group filter from the Group and Lookup tab.

A2O Lookup. This button synchronizes only the contacts selected in the Lookup Filter from the Group and Lookup Tab.

Active Lookup. The contacts being viewed by the current ACT! lookup are synchronized into Outlook

Active Contact. The contact being viewed by the open ACT! is synchronized.

Calendar Only. This option will synchronize all the contacts that have a calendar items related to the record that is logged in.

All. All the contacts in the database are synchronized.

To add any of the other buttons to the ACT! toolbar, simply click on Tools->Add Icon to ACT! Toolbar and the choices are then added to ACT!.